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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
626
Concert Wealth Management
California
$434K -$9.2K -30 -2%
WIS
627
Wright Investors Service
Connecticut
$427K -$282K -920 -41%
NIM
628
Northeast Investment Management
Massachusetts
$427K +$409K +1,335 New
GHAM
629
Gilman Hill Asset Management
Connecticut
$423K -$169K -550 -29%
FHA
630
First Horizon Advisors
Tennessee
$423K +$5.52K +18 +1%
YP
631
Yellowstone Partners
Idaho
$422K +$20.2K +66 +5%
HHC
632
Hutchin Hill Capital
New York
$415K -$950K -3,100 -70%
CNB
633
City National Bank
Delaware
$407K -$306 -1 -0.1%
WB
634
WesBanco Bank
West Virginia
$407K – – –
TWM
635
Torch Wealth Management
Ohio
$403K – – –
IHL
636
Investment House LLC
California
$401K +$69K +225 +22%
BC
637
Banced Corp
Illinois
$396K -$201K -655 -35%
CWA
638
Constellation Wealth Advisors
New York
$392K – – –
CIM
639
Calvert Investment Management
Maryland
$388K – – –
MWAC
640
Mariner Wealth Advisors (Cincinnati)
Ohio
$385K -$8.28K -27 -2%
DY
641
Dowling & Yahnke
California
$382K +$87.7K +286 +31%
DWA
642
Douglass Winthrop Advisors
New York
$380K – – –
ASN
643
Advisory Services Network
Georgia
$380K +$365K +1,190 New
LNWWM
644
Laird Norton Wetherby Wealth Management
California
$375K -$5.52K -18 -2%
RGC
645
Roberts, Glore & Co
Illinois
$368K -$23K -75 -6%
BHBT
646
Burke & Herbert Bank & Trust
Virginia
$368K – – –
MYAM
647
Meiji Yasuda Asset Management
Japan
$359K +$344K +1,122 New
CNBT
648
Canandaigua National Bank & Trust
New York
$355K – – –
SC
649
Saturna Capital
Washington
$355K +$207K +677 +156%
RCM
650
Reynolds Capital Management
Nevada
$352K – – –
24 25
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