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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
626
Capital Impact Advisors
Massachusetts
$642K +$636K +1,755 New
HW
627
Hedeker Wealth
Illinois
$640K – – –
CS
628
Credential Securities
$634K +$10.1K +28 +2%
DWT
629
Dorsey & Whitney Trust
South Dakota
$633K -$27.5K -76 -4%
AHS
630
Aspiriant Holdings S3
California
$630K +$23.9K +66 +4%
EWM
631
Elite Wealth Management
Washington
$629K +$623K +1,720 New
TF
632
Tompkins Financial
New York
$622K +$92.4K +255 +18%
FAAS
633
First Allied Advisory Services
California
$612K +$67.4K +186 +12%
P
634
Pitcairn
Pennsylvania
$608K -$8.34K -23 -1%
AIA
635
Affinity Investment Advisors
California
$607K – – –
SIA
636
Starfire Investment Advisers
Michigan
$604K +$598K +1,650 New
HVIA
637
Hudson Valley Investment Advisors
New York
$599K – – –
JG
638
Jefferies Group
New York
$586K +$581K +1,602 New
QIM
639
Quantitative Investment Management
Virginia
$585K -$1.38M -3,800 -70%
IIM
640
Intact Investment Management
Quebec, Canada
$585K – – –
YP
641
Yellowstone Partners
Idaho
$583K -$12.7K -35 -2%
DY
642
Dowling & Yahnke
California
$581K +$15.2K +42 +3%
JIC
643
Johnson Investment Counsel
Ohio
$580K -$362 -1 -0.1%
SPC
644
Sigma Planning Corp
Michigan
$577K -$30.8K -85 -5%
GHAM
645
Gilman Hill Asset Management
Connecticut
$576K – – –
CNB
646
City National Bank
Delaware
$573K +$105K +289 +23%
SG
647
Swarthmore Group
Pennsylvania
$549K – – –
SC
648
SouthState Corp
Florida
$542K -$12.7K -35 -2%
BBNB
649
Baker Boyer National Bank
Washington
$540K -$734K -2,025 -58%
AAM
650
Advisors Asset Management
Colorado
$535K +$90.2K +249 +21%
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