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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CS
801
Credential Securities
$668K +$8.46K +16 +1%
Acadian Asset Management
802
Acadian Asset Management
Massachusetts
$667K -$12.6M -23,836 -95%
CBU
803
CIBC Bank USA
Illinois
$667K +$2.64K +5 +0.4%
CTA
804
Colonial Trust Advisors
South Carolina
$666K – – –
TWM
805
Torch Wealth Management
Ohio
$654K – – –
CA
806
Cynosure Advisors
Utah
$644K – – –
DPIM
807
Duff & Phelps Investment Management
Illinois
$641K -$58.1K -110 -8%
BSW
808
Buckingham Strategic Wealth
Missouri
$633K -$243K -460 -27%
SGCA
809
Steel Grove Capital Advisors
Tennessee
$633K – – –
MCWS
810
McKinley Carter Wealth Services
West Virginia
$632K +$71.3K +135 +12%
MPPLM
811
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$628K -$89.8K -170 -12%
FIM
812
Freedom Investment Management
Connecticut
$623K +$406K +769 +161%
LOAME
813
Lombard Odier Asset Management (Europe)
United Kingdom
$620K – – –
FNB
814
Farmers National Bank
Kentucky
$618K +$302K +571 +86%
DWM
815
Destination Wealth Management
California
$617K +$636K +1,204 +3,763%
PA
816
Parallel Advisors
California
$614K +$101K +191 +18%
BHBT
817
Burke & Herbert Bank & Trust
Virginia
$610K – – –
Cerity Partners
818
Cerity Partners
New York
$609K +$4.76K +9 +0.7%
BP
819
BBR Partners
New York
$606K -$136K -258 -18%
CA
820
Cambridge Advisors
Nebraska
$604K – – –
AF
821
Advisornet Financial
Minnesota
$602K -$528 -1 -0.1%
SXL
822
Summit X LLC
Missouri
$579K +$1.58K +3 +0.3%
FMBTD
823
First Midwest Bank Trust Division
Illinois
$578K – – –
BCM
824
BlueCrest Capital Management
Jersey
$578K +$613K +1,159 New
LG
825
LaFleur & Godfrey
Michigan
$575K -$106K -200 -15%