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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
726
Partnervest Advisory Services
California
$319K +$11.6K +32 +4%
FWP
727
FAS Wealth Partners
Kansas
$318K +$728 +2 +0.2%
AP
728
Appleton Partners
Massachusetts
$316K -$379K -1,041 -54%
KCM
729
Kornitzer Capital Management
Kansas
$316K – – –
HSA
730
HBK Sorce Advisory
Pennsylvania
$312K +$92.4K +254 +42%
HCM
731
Hilton Capital Management
New York
$308K – – –
SCM
732
Schnieders Capital Management
California
$308K – – –
SWP
733
Stratos Wealth Partners
Ohio
$305K +$25.1K +69 +9%
LIM
734
Leavell Investment Management
Alabama
$298K -$309K -850 -51%
MC
735
Miles Capital
Iowa
$296K +$50.9K +140 +21%
AFWA
736
Ancora Family Wealth Advisors
Ohio
$295K -$207K -568 -41%
HPC
737
HM Payson & Co
Maine
$294K -$7.28K -20 -2%
NIPH
738
NN Investment Partners Holdings
Netherlands
$292K – – –
BBHC
739
Brown Brothers Harriman & Co
New York
$291K – – –
CCM
740
CrestPoint Capital Management
Missouri
$290K – – –
FHA
741
First Horizon Advisors
Tennessee
$287K +$4.73K +13 +2%
PNC
742
Park National Corp
Ohio
$285K -$1.46K -4 -0.5%
RGC
743
Roberts, Glore & Co
Illinois
$282K -$43.7K -120 -13%
ORI
744
Oak Ridge Investments
Illinois
$282K – – –
LCM
745
Logan Capital Management
Pennsylvania
$278K – – –
NA
746
NewEdge Advisors
Louisiana
$276K +$277K +761 New
RMCM
747
Reynders McVeigh Capital Management
Massachusetts
$275K -$522K -1,436 -65%
ICOA
748
Investment Centers of America
North Dakota
$269K +$24.7K +68 +10%
KIA
749
KCM Investment Advisors
California
$266K -$10.9K -30 -4%
RG
750
Rathbones Group
United Kingdom
$266K +$267K +734 New
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30
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