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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1951
Clarius Group LLC
Washington
– -$686K -871 Closed
EFS
1952
Essex Financial Services
Connecticut
– -$740K -866 Closed
NFA
1953
Northern Financial Advisors
Michigan
– -$652K -828 Closed
DA
1954
Doliver Advisors
Texas
– -$642K -815 Closed
WPW
1955
Waldron Private Wealth
Pennsylvania
– -$629K -798 Closed
MIM
1956
MTM Investment Management
South Carolina
– -$617K -784 Closed
WAP
1957
Wealthcare Advisory Partners
Pennsylvania
– -$611K -776 Closed
PCS
1958
Personal CFO Solutions
New Jersey
– -$600K -762 Closed
WA
1959
Wambolt & Associates
Colorado
– -$595K -760 Closed
AWM
1960
Angeles Wealth Management
California
– -$589K -748 Closed
EWA
1961
Etesian Wealth Advisors
Oregon
– -$577K -733 Closed
QWP
1962
Quotient Wealth Partners
Texas
– -$574K -729 Closed
AIM
1963
Aigen Investment Management
New York
– -$569K -723 Closed
LWCFA
1964
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$604K -716 Closed
AFA
1965
AA Financial Advisors
Ohio
– -$557K -707 Closed
PWP
1966
Phillips Wealth Planners
Mississippi
– -$572K -704 Closed
BWM
1967
Buckley Wealth Management
Nevada
– -$553K -703 Closed
PIA
1968
Powell Investment Advisors
Florida
– -$553K -702 Closed
FDP
1969
Financiere des Professionnels
Quebec, Canada
– -$552K -700 Closed
LI
1970
LMCG Investments
Massachusetts
– -$549K -697 Closed
SP
1971
Symmetry Partners
Connecticut
– -$511K -649 Closed
ANTB
1972
AMG National Trust Bank
Colorado
– -$501K -636 Closed
IIA
1973
Integral Investment Advisors
California
– -$487K -623 Closed
ACM
1974
Alethea Capital Management
Washington
– -$488K -620 Closed
PAG
1975
Powers Advisory Group
Illinois
– -$484K -614 Closed
77 78
79
80 81