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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
626
Torch Wealth Management
Ohio
$396K +$9.17K +30 +2%
YP
627
Yellowstone Partners
Idaho
$394K +$19.6K +64 +5%
NGA
628
Naples Global Advisors
Florida
$393K +$26K +85 +7%
FWP
629
FAS Wealth Partners
Kansas
$388K +$10.1K +33 +3%
MWAC
630
Mariner Wealth Advisors (Cincinnati)
Ohio
$388K +$120K +391 +46%
CWA
631
Constellation Wealth Advisors
New York
$385K – – –
RGC
632
Roberts, Glore & Co
Illinois
$385K – – –
CIM
633
Calvert Investment Management
Maryland
$381K +$611 +2 +0.2%
D.E. Shaw & Co
634
D.E. Shaw & Co
New York
$377K -$5.19M -16,989 -93%
LNWWM
635
Laird Norton Wetherby Wealth Management
California
$375K -$18.9K -62 -5%
DWA
636
Douglass Winthrop Advisors
New York
$374K +$364K +1,190 New
BHBT
637
Burke & Herbert Bank & Trust
Virginia
$362K – – –
MCC
638
Mid Continent Capital
Illinois
$354K -$22.9K -75 -6%
CNBT
639
Canandaigua National Bank & Trust
New York
$349K +$33.6K +110 +11%
RCM
640
Reynolds Capital Management
Nevada
$346K – – –
MYLI
641
Meiji Yasuda Life Insurance
Japan
$343K -$16.2K -53 -5%
CIC
642
Chilton Investment Company
Connecticut
$336K -$92.6K -303 -22%
FAAS
643
First Allied Advisory Services
California
$335K +$55.9K +183 +21%
WKWM
644
Walter & Keenan Wealth Management
Indiana
$335K +$326K +1,066 New
ONB
645
Old National Bancorp
Indiana
$333K – – –
IFB
646
iAB Financial Bank
Indiana
$330K +$30.6K +100 +11%
IHL
647
Investment House LLC
California
$323K +$6.11K +20 +2%
TFA
648
Transamerica Financial Advisors
Florida
$315K – – –
JMH
649
J.M. Hartwell
New York
$314K – – –
GIS
650
Guardian Investor Services
New York
$308K -$6.42K -21 -2%