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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
751
Starfire Investment Advisers
Michigan
$829K – – –
LHC
752
Little House Capital
Massachusetts
$811K +$18.5K +41 +2%
PFPT
753
Pinnacle Financial Partners (Tennessee)
Tennessee
$810K -$7.69K -17 -1%
CIM
754
CIM Investment Management
Pennsylvania
$810K +$28.9K +64 +4%
CIAS
755
Capital Investment Advisory Services
North Carolina
$809K +$562K +1,242 +266%
YWP
756
YorkBridge Wealth Partners
New York
$801K +$13.6K +30 +2%
AJ
757
Ashburton (Jersey)
Jersey
$797K +$181K +400 +31%
BP
758
Ballentine Partners
Massachusetts
$796K +$85.9K +190 +13%
MERSOM
759
Municipal Employees' Retirement System of Michigan
Michigan
$793K +$22.6K +50 +3%
AP
760
Appleton Partners
Massachusetts
$783K +$4.98K +11 +0.7%
DWT
761
Dorsey & Whitney Trust
South Dakota
$783K +$11.8K +26 +2%
CA
762
Clearstead Advisors
Ohio
$782K -$47.9K -106 -6%
JGUA
763
John G. Ullman & Associates
New York
$781K +$301K +665 +67%
PSP
764
Principal Street Partners
Tennessee
$777K +$749K +1,655 New
ZB
765
Zions Bancorporation
Utah
$763K +$52.5K +116 +8%
BO
766
BRR OpCo
Ohio
$762K +$735K +1,624 New
WWM
767
Windsor Wealth Management
Indiana
$761K +$21.3K +47 +3%
CCA
768
Checchi Capital Advisers
California
$760K -$28.9K -64 -4%
ECM
769
ExodusPoint Capital Management
New York
$757K -$865K -1,913 -54%
CBU
770
CIBC Bank USA
Illinois
$755K +$95.9K +212 +15%
OCG
771
Opus Capital Group
Ohio
$754K +$161K +357 +29%
SLT
772
St Louis Trust
Missouri
$751K -$90.5K -200 -11%
MLL
773
Moody Lynn & Lieberson
Massachusetts
$747K -$4.52K -10 -0.6%
CWM
774
Confluence Wealth Management
Oregon
$742K +$12.2K +27 +2%
GCAC
775
Guardian Capital Advisors (Canada)
Ontario, Canada
$741K -$27.1K -60 -4%
29 30
31
32 33