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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
651
Kelman-Lazarov Inc
Tennessee
$474K – – –
AFWA
652
Ancora Family Wealth Advisors
Ohio
$474K +$58K +165 +14%
CANC
653
Culbertson A N & Co
Virginia
$473K – – –
LG
654
LaFleur & Godfrey
Michigan
$470K +$7.03K +20 +1%
VKH
655
Virtu KCG Holdings
New York
$468K -$59K -168 -11%
EFS
656
Essex Financial Services
Connecticut
$468K -$43.6K -124 -8%
CWM
657
Confluence Wealth Management
Oregon
$468K -$15.1K -43 -3%
TRCT
658
Tower Research Capital (TRC)
New York
$466K +$478K +1,361 New
LGC
659
Laurel Grove Capital
California
$462K -$17.6K -50 -4%
CNC
660
Citizens & Northern Corp
Pennsylvania
$460K -$31.3K -89 -6%
SPC
661
Sigma Planning Corp
Michigan
$459K -$17.6K -50 -4%
BPC
662
Banque Pictet & Cie
Switzerland
$456K -$43.9K -125 -9%
CBU
663
CIBC Bank USA
Illinois
$456K +$2.81K +8 +0.6%
TWM
664
Torch Wealth Management
Ohio
$456K +$467K +1,330 New
RCAG
665
Rehmann Capital Advisory Group
Michigan
$450K +$52.4K +149 +13%
SI
666
SII Investments
Wisconsin
$446K +$240K +684 +109%
FBFS
667
First Business Financial Services
Wisconsin
$441K -$29.5K -84 -6%
SI
668
Stephens Inc
Arkansas
$441K +$111K +316 +33%
ST
669
Sabal Trust
Florida
$440K -$38.3K -109 -8%
IHL
670
Investment House LLC
California
$438K – – –
BIM
671
Baldwin Investment Management
Pennsylvania
$433K -$31.6K -90 -7%
BFS
672
Bradley Foster & Sargent
Connecticut
$433K -$22.8K -65 -5%
WAM
673
Wealthspire Advisors (Maryland)
Maryland
$430K -$11.2K -32 -2%
BHBT
674
Burke & Herbert Bank & Trust
Virginia
$428K +$2.11K +6 +0.5%
CCA
675
Checchi Capital Advisers
California
$421K -$27.8K -79 -6%
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