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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWAC
801
Mariner Wealth Advisors (Cincinnati)
Ohio
$337K -$229K -575 -42%
HPC
802
HM Payson & Co
Maine
$335K -$6.78K -17 -2%
CA
803
Clearstead Advisors
Ohio
$335K +$32.7K +82 +12%
LCM
804
Logan Capital Management
Pennsylvania
$332K +$9.97K +25 +3%
GC
805
Gilbert & Cook
Iowa
$331K +$312K +783 New
ORI
806
Oak Ridge Investments
Illinois
$329K +$90.1K +226 +41%
PHK
807
Point72 Hong Kong
Hong Kong
$324K +$306K +767 New
MCWS
808
McKinley Carter Wealth Services
West Virginia
$323K +$23.5K +59 +8%
JFGLC
809
Johnson Financial Group LLC (Colorado)
Colorado
$319K – – –
LNB
810
Ledyard National Bank
$319K +$120K +300 +66%
GAMC
811
Garner Asset Management Corp
Texas
$319K +$301K +755 New
MWP
812
MYCIO Wealth Partners
Pennsylvania
$316K +$14.8K +37 +5%
SHCM
813
Stokes & Hubbell Capital Management
Louisiana
$315K – – –
JSA
814
Jacobson & Schmitt Advisors
Wisconsin
$315K +$49.1K +123 +20%
FHA
815
First Horizon Advisors
Tennessee
$313K -$21.9K -55 -7%
GW
816
GW & Wade
Massachusetts
$309K +$1.99K +5 +0.7%
HAG
817
HighPoint Advisor Group
Illinois
$308K – – –
TF
818
Tompkins Financial
New York
$308K – – –
AFG
819
Albion Financial Group
Utah
$307K – – –
WP
820
WealthPLAN Partners
Nebraska
$304K +$256K +642 +823%
IPAM
821
ICICI Prudential Asset Management
India
$299K +$279K +700 New
RGC
822
Roberts, Glore & Co
Illinois
$291K -$3.99K -10 -1%
ZIC
823
ZWJ Investment Counsel
Georgia
$291K +$1.2K +3 +0.4%
KIA
824
KCM Investment Advisors
California
$289K +$7.98K +20 +3%
NCGI
825
Next Century Growth Investors
Minnesota
$288K – – –
31 32
33
34 35