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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CBU
726
CIBC Bank USA
Illinois
$593K -$42.7K -100 -7%
KLI
727
Kelman-Lazarov Inc
Tennessee
$588K -$32K -75 -5%
SGCA
728
Steel Grove Capital Advisors
Tennessee
$576K -$370K -867 -40%
CTA
729
Colonial Trust Advisors
South Carolina
$574K
FMBTD
730
First Midwest Bank Trust Division
Illinois
$564K -$629K -1,473 -54%
FC
731
FIC Capital
New York
$564K -$93K -218 -15%
ICOA
732
Investment Centers of America
North Dakota
$556K +$53.4K +125 +11%
SBH
733
Segall Bryant & Hamill
Illinois
$551K +$133K +312 +34%
VFA
734
Valeo Financial Advisors
Indiana
$550K +$525K +1,230 New
Verition Fund Management
735
Verition Fund Management
Connecticut
$549K +$114K +266 +28%
DC
736
Davenport & Co
Virginia
$548K +$31.2K +73 +6%
CCA
737
Checchi Capital Advisers
California
$543K +$2.99K +7 +0.6%
FPFS
738
First Personal Financial Services
North Carolina
$543K +$35.4K +83 +7%
TCM
739
Tributary Capital Management
Nebraska
$541K
CA
740
Cambridge Advisors
Nebraska
$537K
SFG
741
Summit Financial Group
West Virginia
$537K +$256K +600 +100%
PI
742
Parkside Investments
Illinois
$537K +$512K +1,200 New
BHBT
743
Burke & Herbert Bank & Trust
Virginia
$522K -$47.4K -111 -9%
CIA
744
Choate Investment Advisors
Massachusetts
$516K +$427 +1 +0.1%
BRWA
745
B. Riley Wealth Advisors
Florida
$516K +$135K +317 +38%
CL
746
CPWM LLC
Washington
$514K -$81.1K -190 -14%
BPB
747
Badgley, Phelps & Bell
Washington
$507K -$41K -96 -8%
BIM
748
Baldwin Investment Management
Pennsylvania
$505K
SXL
749
Summit X LLC
Missouri
$505K +$23K +54 +5%
FAM
750
Formidable Asset Management
Ohio
$500K -$2.13K -5 -0.4%