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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FHB
1926
First Hawaiian Bank
Hawaii
– -$211K -316 Closed
W
1927
Wealthquest
Ohio
– -$209K -312 Closed
RBCM
1928
Raub Brock Capital Management
California
– -$208K -311 Closed
PA
1929
Perennial Advisors
New York
– -$207K -309 Closed
SWP
1930
Strategic Wealth Partners
Ohio
– -$205K -307 Closed
CAWM
1931
Capital Advisors Wealth Management
Washington
– -$204K -304 Closed
SPIO
1932
Seven Post Investment Office
California
– -$201K -300 Closed
TCWA
1933
Ten Capital Wealth Advisors
Washington
– -$161K -241 Closed
TWA
1934
TCI Wealth Advisors
Arizona
– -$118K -176 Closed
ONST
1935
Old North State Trust
North Carolina
– -$114K -170 Closed
MWC
1936
MBM Wealth Consultants
Missouri
– -$112K -167 Closed
IUHSA
1937
Itau Unibanco Holding S.A.
Brazil
– -$98.4K -147 Closed
BA
1938
Bellwether Advisors
Nebraska
– -$97.2K -145 Closed
CAC
1939
Certified Advisory Corp
Florida
– -$94.3K -141 Closed
CMBA
1940
C.M. Bidwell & Associates
Hawaii
– -$77.6K -116 Closed
CHC
1941
City Holding Co
West Virginia
– -$58.2K -87 Closed
GCWM
1942
Graham Capital Wealth Management
District of Columbia
– -$48.8K -73 Closed
MIA
1943
Milestone Investment Advisors
Wisconsin
– -$48.2K -72 Closed
EI
1944
Ellevest Inc
New York
– -$40.8K -61 Closed
AWM
1945
Accel Wealth Management
Iowa
– -$23.4K -35 Closed
M1FG
1946
Mach-1 Financial Group
Arkansas
– -$20.1K -30 Closed
Baillie Gifford & Co
1947
Baillie Gifford & Co
United Kingdom
– -$17.4K -26 Closed
SC
1948
Schubert & Co
Texas
– -$12K -18 Closed
Optiver Holding
1949
Optiver Holding
Netherlands
– -$11.4K -17 Closed
CWAF
1950
Core Wealth Advisors (Florida)
Florida
– -$9.37K -14 Closed