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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Elite Wealth Management
Washington
$629K +$623K +1,720 New
TF
627
Tompkins Financial
New York
$622K +$92.4K +255 +18%
FAAS
628
First Allied Advisory Services
California
$612K +$67.4K +186 +12%
P
629
Pitcairn
Pennsylvania
$608K -$8.34K -23 -1%
AIA
630
Affinity Investment Advisors
California
$607K
SIA
631
Starfire Investment Advisers
Michigan
$604K +$598K +1,650 New
HVIA
632
Hudson Valley Investment Advisors
New York
$599K
JG
633
Jefferies Group
New York
$586K +$581K +1,602 New
QIM
634
Quantitative Investment Management
Virginia
$585K -$1.38M -3,800 -70%
IIM
635
Intact Investment Management
Quebec, Canada
$585K
YP
636
Yellowstone Partners
Idaho
$583K -$12.7K -35 -2%
DY
637
Dowling & Yahnke
California
$581K +$15.2K +42 +3%
JIC
638
Johnson Investment Counsel
Ohio
$580K -$362 -1 -0.1%
SPC
639
Sigma Planning Corp
Michigan
$577K -$30.8K -85 -5%
GHAM
640
Gilman Hill Asset Management
Connecticut
$576K
CNB
641
City National Bank
Delaware
$573K +$105K +289 +23%
SG
642
Swarthmore Group
Pennsylvania
$549K
SC
643
SouthState Corp
Florida
$542K -$12.7K -35 -2%
BBNB
644
Baker Boyer National Bank
Washington
$540K -$734K -2,025 -58%
AAM
645
Advisors Asset Management
Colorado
$535K +$90.2K +249 +21%
CWM
646
Confluence Wealth Management
Oregon
$534K +$529K +1,461 New
D.E. Shaw & Co
647
D.E. Shaw & Co
New York
$530K +$232K +641 +79%
EFS
648
Essex Financial Services
Connecticut
$522K +$167K +462 +48%
LBC
649
Lawrence B. Cohen
$519K -$14.5K -40 -3%
DWA
650
Douglass Winthrop Advisors
New York
$519K +$45.7K +126 +10%