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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SS
701
Simplicity Solutions
Minnesota
$827K +$862K +2,105 New
MWM
702
Marietta Wealth Management
Georgia
$825K +$122K +297 +16%
PIA
703
Piedmont Investment Advisors
North Carolina
$825K +$337K +822 +64%
BTNA
704
Bremer Trust National Association
Minnesota
$821K -$170K -415 -17%
CC
705
ClearArc Capital
Ohio
$819K -$456K -1,114 -35%
MCM
706
Manchester Capital Management
Vermont
$816K
RPC
707
Rossmore Private Capital
Connecticut
$815K -$45.5K -111 -5%
MYAM
708
Meiji Yasuda Asset Management
Japan
$814K +$41K +100 +5%
ZCI
709
Zevenbergen Capital Investments
Washington
$802K -$38.9K -95 -4%
Lido Advisors
710
Lido Advisors
California
$801K -$3.28K -8 -0.4%
IFAM
711
Institutional & Family Asset Management
Colorado
$800K -$2.46K -6 -0.3%
WIC
712
Woodmont Investment Counsel
Tennessee
$792K +$36.9K +90 +5%
MI
713
Markston International
New York
$792K +$38.9K +95 +5%
AWM
714
Avitas Wealth Management
California
$788K -$3.04M -7,423 -79%
FBC
715
Fairfield, Bush & Co
Connecticut
$786K
TMC
716
Trellus Management Company
Florida
$786K
YMRC
717
Yorktown Management & Research Company
Virginia
$786K
LPC
718
Loeb Partners Corp
New York
$786K +$205K +500 +33%
WSFS
719
Wilmington Savings Fund Society
Delaware
$785K -$108K -264 -12%
AWM
720
AE Wealth Management
Kansas
$781K -$31.9K -78 -4%
HAM
721
Highstreet Asset Management
Ontario, Canada
$779K -$471K -1,149 -37%
TFCP
722
Twin Focus Capital Partners
Massachusetts
$779K +$246K +601 +43%
BCM
723
Breiter Capital Management
Florida
$778K +$134K +328 +20%
SPC
724
Sigma Planning Corp
Michigan
$763K +$104K +253 +15%
WIS
725
Wright Investors Service
Connecticut
$762K -$387K -944 -33%