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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
876
Transform Wealth
Colorado
$746K +$15.1K +30 +2%
SRC
877
Sage Rhino Capital
California
$746K +$55K +109 +9%
CANC
878
Culbertson A N & Co
Virginia
$745K – – –
TA
879
Tiedemann Advisors
New York
$741K -$341K -676 -33%
CG
880
Caprock Group
Idaho
$741K +$111K +219 +19%
HW
881
Hancock Whitney
Mississippi
$735K -$31.3K -62 -4%
DWA
882
Douglass Winthrop Advisors
New York
$735K +$50.5K +100 +8%
RG
883
Rathbones Group
United Kingdom
$727K -$10.6K -21 -2%
PSP
884
Principal Street Partners
Tennessee
$720K +$184K +365 +38%
NPF
885
Norris Perne & French
Michigan
$718K +$667K +1,320 New
CAM
886
CenterStar Asset Management
Illinois
$714K – – –
SC
887
Savant Capital
Illinois
$713K -$9.09K -18 -1%
IG
888
ING Group
Netherlands
$710K -$430K -851 -39%
SWA
889
SFMG Wealth Advisors
Texas
$709K +$658K +1,303 New
ORI
890
Oak Ridge Investments
Illinois
$705K -$111K -219 -14%
HCM
891
HMS Capital Management
Tennessee
$703K +$652K +1,292 New
CIM
892
CIM Investment Management
Pennsylvania
$699K -$642K -1,271 -50%
MFG
893
MidWestOne Financial Group
Iowa
$697K -$39.9K -79 -6%
HA
894
Harfst & Associates
Wyoming
$694K +$645K +1,277 New
VWM
895
Venturi Wealth Management
Texas
$688K +$217K +430 +51%
QCG
896
Quadrant Capital Group
Ohio
$680K -$232K -460 -27%
SCM
897
Shelton Capital Management
Colorado
$679K +$111K +219 +21%
CH
898
Canton Hathaway
Rhode Island
$677K – – –
UR
899
USCA RIA
Texas
$667K -$357K -707 -37%
MIC
900
Means Investment Company
Maine
$666K +$213K +421 +59%
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