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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
676
CPWM LLC
Washington
$559K -$118K -308 -17%
NIPH
677
NN Investment Partners Holdings
Netherlands
$555K +$14.9K +39 +3%
AP
678
Appleton Partners
Massachusetts
$550K +$209K +546 +62%
KLI
679
Kelman-Lazarov Inc
Tennessee
$533K – – –
SPC
680
Sigma Planning Corp
Michigan
$530K +$23.3K +61 +5%
CANC
681
Culbertson A N & Co
Virginia
$529K – – –
FBFS
682
First Business Financial Services
Wisconsin
$527K +$47.4K +124 +10%
MWAC
683
Mariner Wealth Advisors (Cincinnati)
Ohio
$527K +$166K +433 +46%
IHL
684
Investment House LLC
California
$520K – – –
LG
685
LaFleur & Godfrey
Michigan
$519K – – –
CBU
686
CIBC Bank USA
Illinois
$510K -$55.5K -145 -10%
TWM
687
Torch Wealth Management
Ohio
$510K – – –
SWP
688
Stratos Wealth Partners
Ohio
$510K +$119K +311 +30%
FCM
689
Flinton Capital Management
Pennsylvania
$509K -$441K -1,152 -46%
BHBT
690
Burke & Herbert Bank & Trust
Virginia
$507K +$39.4K +103 +8%
FAM
691
Formidable Asset Management
Ohio
$502K -$28.7K -75 -5%
WIS
692
Wright Investors Service
Connecticut
$501K +$36.3K +95 +8%
PFS
693
Prospera Financial Services
Texas
$492K -$2.68K -7 -0.5%
ST
694
Sabal Trust
Florida
$492K – – –
CCA
695
Checchi Capital Advisers
California
$482K -$71.2K -186 -13%
TC
696
TFS Capital
Pennsylvania
$479K +$478K +1,249 New
BFS
697
Bradley Foster & Sargent
Connecticut
$465K -$38.3K -100 -8%
TCM
698
Tributary Capital Management
Nebraska
$464K -$72.7K -190 -14%
CA
699
Cambridge Advisors
Nebraska
$460K -$9.56K -25 -2%
CIA
700
Choate Investment Advisors
Massachusetts
$454K – – –
26 27
28
29 30