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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
751
Williams Jones Wealth Management
New York
$849K +$848K +1,905 New
DWT
752
Dorsey & Whitney Trust
South Dakota
$845K +$102K +230 +14%
HW
753
Hancock Whitney
Mississippi
$842K -$955K -2,145 -53%
FIB
754
First Interstate Bank
Montana
$841K – – –
SPC
755
Sigma Planning Corp
Michigan
$839K -$19.1K -43 -2%
RCM
756
Riverhead Capital Management
Delaware
$835K -$668K -1,500 -44%
CASB
757
Cape Ann Savings Bank
Massachusetts
$834K +$14.7K +33 +2%
IAA
758
Independent Advisor Alliance
North Carolina
$831K +$239K +536 +40%
MYAM
759
Meiji Yasuda Asset Management
Japan
$828K – – –
WIC
760
Woodmont Investment Counsel
Tennessee
$827K – – –
WSFS
761
Wilmington Savings Fund Society
Delaware
$823K +$25.8K +58 +3%
BO
762
BRR OpCo
Ohio
$823K +$99.3K +223 +14%
VNA
763
Valley National Advisers
Pennsylvania
$814K +$171K +385 +27%
IRF
764
IBM Retirement Fund
New York
$812K -$8.91K -20 -1%
OCG
765
Opus Capital Group
Ohio
$812K +$95.7K +215 +13%
UR
766
USCA RIA
Texas
$799K +$6.23K +14 +0.8%
LWANC
767
Laurel Wealth Advisors (North Carolina)
North Carolina
$796K -$31.2K -70 -4%
QI
768
QS Investors
New York
$792K -$120K -269 -13%
ORI
769
Oak Ridge Investments
Illinois
$790K – – –
GRP
770
Global Retirement Partners
California
$789K +$256K +575 +48%
CC
771
ClearArc Capital
Ohio
$787K -$32.1K -72 -4%
PFPT
772
Pinnacle Financial Partners (Tennessee)
Tennessee
$786K +$16.9K +38 +2%
BOH
773
Bank of Hawaii
Hawaii
$776K -$41.9K -94 -5%
CIAS
774
Capital Investment Advisory Services
North Carolina
$775K +$13.8K +31 +2%
TRCT
775
Tower Research Capital (TRC)
New York
$775K +$669K +1,503 +634%
29 30
31
32 33