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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
651
Johnson Investment Counsel
Ohio
$528K -$22.2K -61 -4%
DWA
652
Douglass Winthrop Advisors
New York
$519K – – –
WS
653
Wedbush Securities
California
$518K +$79.1K +217 +17%
BUB
654
BBVA USA Bancshares
Texas
$510K -$395K -1,083 -42%
SC
655
SouthState Corp
Florida
$510K -$1.46K -4 -0.3%
BBNB
656
Baker Boyer National Bank
Washington
$510K – – –
AP
657
Advisor Partners
California
$491K +$79.8K +219 +19%
CCA
658
Checchi Capital Advisers
California
$481K +$20.8K +57 +4%
BBHC
659
Brown Brothers Harriman & Co
New York
$478K – – –
CANC
660
Culbertson A N & Co
Virginia
$477K – – –
CTA
661
Colonial Trust Advisors
South Carolina
$476K – – –
TWM
662
Torch Wealth Management
Ohio
$469K +$34.6K +95 +8%
WB
663
WesBanco Bank
West Virginia
$466K -$16.4K -45 -3%
LNWWM
664
Laird Norton Wetherby Wealth Management
California
$466K -$6.93K -19 -1%
LBC
665
Lawrence B. Cohen
$465K -$27.3K -75 -5%
YP
666
Yellowstone Partners
Idaho
$464K -$91.5K -251 -16%
LBG
667
Lloyds Banking Group
United Kingdom
$449K -$844K -2,315 -64%
CLOS
668
Compagnie Lombard Odier SCmA
Switzerland
$444K +$22.6K +62 +5%
IHL
669
Investment House LLC
California
$442K +$9.11K +25 +2%
NERM
670
New England Research & Management
Illinois
$439K +$463K +1,269 New
BB
671
Bell Bank
North Dakota
$437K -$29.2K -80 -6%
AI
672
ArchPoint Investors
Florida
$432K – – –
EDRE
673
Edmond de Rothschild (Europe)
Luxembourg
$424K +$447K +1,225 New
CWA
674
Constellation Wealth Advisors
New York
$422K – – –
BT
675
Beacon Trust
New Jersey
$419K – – –
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