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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1001
Keel Point
Alabama
$245K -$192K -350 -44%
CAM
1002
Carret Asset Management
New York
$245K -$22K -40 -8%
GLA
1003
Good Life Advisors
Pennsylvania
$243K -$57.1K -104 -18%
PGIM
1004
Pacific Global Investment Management
California
$243K +$246K +448 New
TCOT
1005
Trust Company of Toledo
Ohio
$240K – – –
RG
1006
Renaissance Group
Kentucky
$239K -$39.5K -72 -14%
MBT
1007
Montecito Bank & Trust
California
$239K +$19.8K +36 +9%
WIA
1008
Wealthstreet Investment Advisors
Texas
$239K +$22K +40 +10%
CAM
1009
CenterStar Asset Management
Illinois
$238K – – –
PG
1010
Patten Group
Tennessee
$235K -$8.23K -15 -3%
RC
1011
Randolph Company
Ohio
$235K – – –
JAM
1012
Jolley Asset Management
North Carolina
$233K -$13.7K -25 -5%
ST
1013
Smithfield Trust
Pennsylvania
$232K -$60.4K -110 -20%
ECM
1014
EagleClaw Capital Management
Massachusetts
$232K – – –
LRIA
1015
Leonard Rickey Investment Advisors
Washington
$232K – – –
PCG
1016
Private Capital Group
Connecticut
$231K -$16.6M -30,275 -99%
VAM
1017
Verity Asset Management
North Carolina
$230K -$123K -224 -35%
IP
1018
Investment Partners
Ohio
$230K -$31.8K -58 -12%
NRS
1019
Neville Rodie & Shaw
New York
$230K – – –
SMFS
1020
Squar Milner Financial Services
California
$224K +$4.39K +8 +2%
1WA
1021
180 Wealth Advisors
Washington
$221K -$19.2K -35 -8%
BO
1022
Bank OZK
Arkansas
$220K -$6.04K -11 -3%
SFSG
1023
Stearns Financial Services Group
North Carolina
$219K – – –
TSW
1024
Thompson Siegel & Walmsley
Virginia
$218K -$13.7K -25 -6%
DP
1025
Dearborn Partners
Illinois
$217K – – –
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