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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
951
R.M. Davis Inc
Maine
$558K +$28.8K +57 +6%
Luther King Capital Management (LKCM)
952
Luther King Capital Management (LKCM)
Texas
$557K +$88.9K +176 +21%
SC
953
SouthState Corp
Florida
$553K +$276K +547 +117%
Dodge & Cox
954
Dodge & Cox
California
$552K +$134K +265 +35%
MME
955
Meag Munich Ergo
Germany
$550K
SFI
956
Susquehanna Fundamental Investments
Pennsylvania
$544K -$1.51M -3,000 -75%
HAG
957
HighPoint Advisor Group
Illinois
$543K -$84.8K -168 -14%
Cerity Partners
958
Cerity Partners
New York
$543K -$4.04K -8 -0.8%
AC
959
Abbrea Capital
California
$541K +$32.3K +64 +7%
LSAG
960
Lake Street Advisors Group
New Hampshire
$537K +$61.1K +121 +14%
WOSD
961
WFA of San Diego
California
$525K +$501K +992 New
1SB
962
1ST Source Bank
Indiana
$523K +$244K +484 +101%
BBA
963
Braun-Bostich & Associates
Pennsylvania
$520K
AO
964
Advisor OS
Illinois
$520K +$483K +956 New
SC
965
SRB Corp
Massachusetts
$515K
GRP
966
Global Retirement Partners
California
$515K +$12.1K +24 +3%
JWBC
967
J.W. Burns & Co
New York
$514K
PWPS
968
Pinnacle Wealth Planning Services
Ohio
$513K +$45.9K +91 +11%
MWM
969
Mission Wealth Management
California
$511K +$34.8K +69 +8%
WPW
970
Waldron Private Wealth
Pennsylvania
$509K +$21.2K +42 +5%
SIA
971
Soltis Investment Advisors
Utah
$509K +$172K +340 +57%
SAS
972
Stelac Advisory Services
New York
$508K +$472K +934 New
OSAM
973
O'Shaughnessy Asset Management
Connecticut
$505K +$420K +832 +858%
FAM
974
Formidable Asset Management
Ohio
$504K -$15.1K -30 -3%
BBNA
975
Bremer Bank National Association
Minnesota
$503K -$51.5K -102 -10%