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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
651
JNBA Financial Advisors
Minnesota
$305K -$76.4K -250 -20%
AP
652
Advisor Partners
California
$299K +$30.3K +99 +12%
CCMG
653
Clark Capital Management Group
Pennsylvania
$293K -$21.1K -69 -7%
III
654
Independent Investors Inc
New York
$287K -$122K -400 -30%
MFS
655
MSI Financial Services
Massachusetts
$287K -$59.9K -196 -18%
DY
656
Dowling & Yahnke
California
$286K +$278K +909 New
UR
657
USCA RIA
Texas
$278K – – –
FBFS
658
First Business Financial Services
Wisconsin
$278K +$46.2K +151 +21%
FCB
659
First Citizens Bancorporation
South Carolina
$274K -$15.6K -51 -6%
BIM
660
Baldwin Investment Management
Pennsylvania
$273K – – –
HIS
661
Horizon Investment Services
Indiana
$268K +$73.7K +241 +37%
NCGI
662
Next Century Growth Investors
Minnesota
$266K +$259K +849 New
ARMT
663
Amica Retiree Medical Trust
Rhode Island
$260K – – –
MBT
664
Monroe Bank & Trust
Michigan
$259K -$105K -345 -29%
OIA
665
Optimum Investment Advisors
Illinois
$259K – – –
OSAM
666
O'Shaughnessy Asset Management
Connecticut
$257K -$63K -206 -20%
PFBT
667
Parkside Financial Bank & Trust
Missouri
$257K +$611 +2 +0.2%
PP
668
Prudential plc
United Kingdom
$255K -$175M -572,964 -100%
CC
669
Capital Counsel
New York
$252K – – –
MSU
670
Maple Securities USA
New Jersey
$251K -$885K -2,897 -78%
WIL
671
Winifred I. Li
$251K +$917 +3 +0.4%
JWM
672
Jacobus Wealth Management
Wisconsin
$251K +$36.1K +118 +17%
ORI
673
Oak Ridge Investments
Illinois
$250K – – –
SC
674
SouthState Corp
Florida
$249K -$61.1K -200 -20%
NB
675
NBT Bank
New York
$242K -$30.6K -100 -11%
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