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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FC
676
FIC Capital
New York
$568K -$143K -375 -20%
CL
677
CPWM LLC
Washington
$559K -$118K -308 -17%
B
678
Barings
North Carolina
$556K -$383K -1,000 -41%
NIPH
679
NN Investment Partners Holdings
Netherlands
$555K +$14.9K +39 +3%
AP
680
Appleton Partners
Massachusetts
$550K +$209K +546 +62%
KLI
681
Kelman-Lazarov Inc
Tennessee
$533K – – –
SPC
682
Sigma Planning Corp
Michigan
$530K +$23.3K +61 +5%
CANC
683
Culbertson A N & Co
Virginia
$529K – – –
FBFS
684
First Business Financial Services
Wisconsin
$527K +$47.4K +124 +10%
MWAC
685
Mariner Wealth Advisors (Cincinnati)
Ohio
$527K +$166K +433 +46%
IHL
686
Investment House LLC
California
$520K – – –
LG
687
LaFleur & Godfrey
Michigan
$519K – – –
CBU
688
CIBC Bank USA
Illinois
$510K -$55.5K -145 -10%
TWM
689
Torch Wealth Management
Ohio
$510K – – –
SWP
690
Stratos Wealth Partners
Ohio
$510K +$119K +311 +30%
FCM
691
Flinton Capital Management
Pennsylvania
$509K -$441K -1,152 -46%
BHBT
692
Burke & Herbert Bank & Trust
Virginia
$507K +$39.4K +103 +8%
FAM
693
Formidable Asset Management
Ohio
$502K -$28.7K -75 -5%
WIS
694
Wright Investors Service
Connecticut
$501K +$36.3K +95 +8%
PFS
695
Prospera Financial Services
Texas
$492K -$2.68K -7 -0.5%
ST
696
Sabal Trust
Florida
$492K – – –
CCA
697
Checchi Capital Advisers
California
$482K -$71.2K -186 -13%
TC
698
TFS Capital
Pennsylvania
$479K +$478K +1,249 New
BFS
699
Bradley Foster & Sargent
Connecticut
$465K -$38.3K -100 -8%
TCM
700
Tributary Capital Management
Nebraska
$464K -$72.7K -190 -14%