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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
776
Joel Isaacson & Co
New York
$704K +$165K +300 +30%
CA
777
Cynosure Advisors
Utah
$699K +$6.59K +12 +0.9%
SBH
778
Segall Bryant & Hamill
Illinois
$693K +$25.8K +47 +4%
JIP
779
Jaffetilchin Investment Partners
Florida
$688K +$697K +1,270 New
SGCA
780
Steel Grove Capital Advisors
Tennessee
$687K -$11K -20 -2%
AWM
781
AE Wealth Management
Kansas
$685K +$335K +610 +93%
CA
782
Calton & Associates
Florida
$685K +$411K +749 +145%
NIMI
783
Natixis Investment Managers International
France
$680K +$688K +1,254 New
LOAME
784
Lombard Odier Asset Management (Europe)
United Kingdom
$673K -$88.4K -161 -11%
CIA
785
Choate Investment Advisors
Massachusetts
$666K +$48.9K +89 +8%
CCT
786
Country Club Trust
Missouri
$664K +$127K +231 +23%
BHBT
787
Burke & Herbert Bank & Trust
Virginia
$662K -$5.49K -10 -0.8%
Cerity Partners
788
Cerity Partners
New York
$657K +$60.9K +111 +10%
CA
789
Cambridge Advisors
Nebraska
$655K +$5.49K +10 +0.8%
AF
790
Advisornet Financial
Minnesota
$654K +$34.6K +63 +6%
PAS
791
Park Avenue Securities
New York
$653K +$103K +188 +18%
DBRC
792
D.B. Root & Company
Pennsylvania
$652K +$660K +1,203 New
AIM
793
Anchor Investment Management
South Carolina
$650K +$55.4K +101 +9%
KLI
794
Kelman-Lazarov Inc
Tennessee
$647K -$41.2K -75 -6%
SXL
795
Summit X LLC
Missouri
$633K +$24.2K +44 +4%
WJA
796
Williams Jones & Associates
New York
$627K -$13.7K -25 -2%
FMBTD
797
First Midwest Bank Trust Division
Illinois
$626K
TCM
798
Tributary Capital Management
Nebraska
$620K -$13.7K -25 -2%
RCM
799
Radnor Capital Management
Pennsylvania
$620K
MCWS
800
McKinley Carter Wealth Services
West Virginia
$613K +$20.9K +38 +3%