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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
776
B. Riley Wealth Advisors
Florida
$565K -$13.1K -32 -2%
ECM
777
Ensemble Capital Management
California
$564K -$7.78K -19 -1%
AIM
778
Allen Investment Management
New York
$564K – – –
BFS
779
Bradley Foster & Sargent
Connecticut
$561K -$2.05K -5 -0.3%
RRAM
780
River Road Asset Management
Kentucky
$559K +$583K +1,423 New
SBA
781
Secrest Blakey & Associates
North Carolina
$558K +$582K +1,422 New
GIM
782
Groesbeck Investment Management
New Jersey
$557K -$55.7K -136 -9%
AFG
783
Albion Financial Group
Utah
$555K +$245K +599 +74%
SC
784
SRB Corp
Massachusetts
$550K +$112K +273 +24%
EP
785
Edgestream Partners
New Jersey
$547K -$5.82M -14,202 -91%
WFG
786
Wills Financial Group
Virginia
$546K -$483K -1,178 -46%
HAG
787
HighPoint Advisor Group
Illinois
$545K +$90.9K +222 +21%
FNBOSM
788
First National Bank of South Miami
Florida
$545K +$538K +1,313 New
AIM
789
Anchor Investment Management
South Carolina
$535K +$12.3K +30 +2%
CBU
790
CIBC Bank USA
Illinois
$533K -$39.7K -97 -7%
RG
791
Rathbones Group
United Kingdom
$533K +$299K +730 +117%
WJA
792
Williams Jones & Associates
New York
$532K -$147K -358 -21%
PP
793
PagnatoKarp Partners
Virginia
$532K -$58.2K -142 -9%
GAMC
794
Garner Asset Management Corp
Texas
$522K +$195K +475 +56%
ACA
795
Atlas Capital Advisors
Wyoming
$519K -$88.9K -217 -14%
PFS
796
Prospera Financial Services
Texas
$514K +$245K +599 +84%
NMC
797
Nine Masts Capital
Hong Kong
$509K +$531K +1,296 New
CTA
798
Colonial Trust Advisors
South Carolina
$505K -$2.46K -6 -0.5%
DPIM
799
Duff & Phelps Investment Management
Illinois
$505K – – –
EFS
800
Essex Financial Services
Connecticut
$498K -$184K -448 -26%
30 31
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