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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CBU
776
CIBC Bank USA
Illinois
$722K -$8.23K -15 -1%
CS
777
Credential Securities
$716K +$485K +883 +201%
TWM
778
Torch Wealth Management
Ohio
$710K -$12.6K -23 -2%
JIC
779
Joel Isaacson & Co
New York
$704K +$165K +300 +30%
CA
780
Cynosure Advisors
Utah
$699K +$6.59K +12 +0.9%
SBH
781
Segall Bryant & Hamill
Illinois
$693K +$25.8K +47 +4%
JIP
782
Jaffetilchin Investment Partners
Florida
$688K +$697K +1,270 New
SGCA
783
Steel Grove Capital Advisors
Tennessee
$687K -$11K -20 -2%
AWM
784
AE Wealth Management
Kansas
$685K +$335K +610 +93%
CA
785
Calton & Associates
Florida
$685K +$411K +749 +145%
NIMI
786
Natixis Investment Managers International
France
$680K +$688K +1,254 New
LOAME
787
Lombard Odier Asset Management (Europe)
United Kingdom
$673K -$88.4K -161 -11%
CIA
788
Choate Investment Advisors
Massachusetts
$666K +$48.9K +89 +8%
CCT
789
Country Club Trust
Missouri
$664K +$127K +231 +23%
BHBT
790
Burke & Herbert Bank & Trust
Virginia
$662K -$5.49K -10 -0.8%
Cerity Partners
791
Cerity Partners
New York
$657K +$60.9K +111 +10%
CA
792
Cambridge Advisors
Nebraska
$655K +$5.49K +10 +0.8%
AF
793
Advisornet Financial
Minnesota
$654K +$34.6K +63 +6%
PAS
794
Park Avenue Securities
New York
$653K +$103K +188 +18%
DBRC
795
D.B. Root & Company
Pennsylvania
$652K +$660K +1,203 New
AIM
796
Anchor Investment Management
South Carolina
$650K +$55.4K +101 +9%
KLI
797
Kelman-Lazarov Inc
Tennessee
$647K -$41.2K -75 -6%
SXL
798
Summit X LLC
Missouri
$633K +$24.2K +44 +4%
WJA
799
Williams Jones & Associates
New York
$627K -$13.7K -25 -2%
FMBTD
800
First Midwest Bank Trust Division
Illinois
$626K – – –