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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
626
Stephens Inc
Arkansas
$643K +$3.76K +11 +0.6%
CG
627
Clinton Group
New York
$643K +$614K +1,797 New
HW
628
Hedeker Wealth
Illinois
$626K +$598K +1,750 New
ZCI
629
Zevenbergen Capital Investments
Washington
$624K +$133K +390 +29%
CBU
630
CIBC Bank USA
Illinois
$611K -$80.3K -235 -12%
CS
631
Credential Securities
$609K +$5.47K +16 +0.9%
HCM
632
Hollencrest Capital Management
California
$609K -$13.3K -39 -2%
CASB
633
Cape Ann Savings Bank
Massachusetts
$608K +$128K +375 +28%
P
634
Pitcairn
Pennsylvania
$603K -$15.4K -45 -3%
BFG
635
Beacon Financial Group
Texas
$597K +$118K +344 +26%
AIA
636
Affinity Investment Advisors
California
$594K – – –
SPC
637
Sigma Planning Corp
Michigan
$594K +$568K +1,663 New
AHS
638
Aspiriant Holdings S3
California
$592K -$47.2K -138 -8%
MCM
639
MAI Capital Management
Ohio
$587K +$107K +314 +24%
HVIA
640
Hudson Valley Investment Advisors
New York
$586K -$7.17K -21 -1%
YP
641
Yellowstone Partners
Idaho
$582K +$50.6K +148 +10%
IIM
642
Intact Investment Management
Quebec, Canada
$572K – – –
OMCS
643
Old Mutual Customised Solutions
South Africa
$572K +$68.3K +200 +14%
JIC
644
Johnson Investment Counsel
Ohio
$568K -$27.3K -80 -5%
WIS
645
Wright Investors Service
Connecticut
$567K +$126K +370 +30%
GHAM
646
Gilman Hill Asset Management
Connecticut
$563K +$85.4K +250 +19%
WB
647
WesBanco Bank
West Virginia
$558K +$2.73K +8 +0.5%
DY
648
Dowling & Yahnke
California
$553K +$107K +312 +25%
BBHC
649
Brown Brothers Harriman & Co
New York
$549K +$349K +1,020 +198%
FAAS
650
First Allied Advisory Services
California
$543K +$146K +426 +40%
24 25
26
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