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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
1176
Hummer Financial Advisory Services
Illinois
$669K – – –
OC
1177
Oakworth Capital
Alabama
$663K +$19.4K +23 +3%
RWM
1178
Ritholtz Wealth Management
New York
$662K +$207K +245 +48%
AIM
1179
Allen Investment Management
New York
$656K -$448K -530 -41%
Dodge & Cox
1180
Dodge & Cox
California
$656K – – –
IA
1181
Insight Advisors
Pennsylvania
$651K -$745K -882 -54%
CF
1182
Centaurus Financial
California
$649K +$17.7K +21 +3%
PB
1183
Pinnacle Bancorp
Nebraska
$647K +$16.9K +20 +3%
AWA
1184
Aaron Wealth Advisors
Illinois
$646K – – –
AFWM
1185
AMJ Financial Wealth Management
Virginia
$640K -$24.5K -29 -4%
PSP
1186
Principal Street Partners
Tennessee
$638K -$1.22M -1,449 -67%
CL
1187
CPWM LLC
Washington
$638K +$77.7K +92 +14%
DSC
1188
Duncker Streett & Co
Missouri
$633K -$1.69K -2 -0.3%
WA
1189
WESPAC Advisors
California
$630K -$861K -1,019 -59%
UIA
1190
UBP Investment Advisors
Switzerland
$630K +$605K +716 New
MHC
1191
Meyer Handelman Company
New York
$630K +$608K +720 New
UF
1192
Univest Financial
Pennsylvania
$628K +$606K +718 New
RIG
1193
Renaissance Investment Group
Massachusetts
$626K – – –
BBHC
1194
Brown Brothers Harriman & Co
New York
$625K +$47.3K +56 +9%
HI
1195
Harbour Investments
Wisconsin
$624K +$7.6K +9 +1%
CB
1196
Community Bank
New York
$621K – – –
AP
1197
Americana Partners
Texas
$619K +$33.8K +40 +6%
PP
1198
Patron Partners
Texas
$617K -$28.7K -34 -5%
MS
1199
Maven Securities
Jersey
$613K +$592K +701 New
SM
1200
SG3 Management
Puerto Rico
$612K -$1.62M -1,920 -73%