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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SC
576
Saturna Capital
Washington
$725K +$353K +1,097 +99%
ACH
577
ArrowMark Colorado Holdings
Colorado
$722K – – –
PWS
578
Peloton Wealth Strategists
Indiana
$722K +$708K +2,200 New
RCM
579
RNC Capital Management
California
$714K -$24.1K -75 -3%
ASN
580
Advisory Services Network
Georgia
$714K +$317K +985 +83%
SCM
581
Schnieders Capital Management
California
$709K +$182K +565 +35%
TFCP
582
Twin Focus Capital Partners
Massachusetts
$706K – – –
Bank of Nova Scotia
583
Bank of Nova Scotia
Ontario, Canada
$704K +$40.2K +125 +6%
HIM
584
Hermes Investment Management
United Kingdom
$689K -$4.87M -15,136 -88%
RNS
585
Robert N. Shapiro
$665K -$130K -404 -17%
EGA
586
E&G Advisors
Texas
$657K -$32.2K -100 -5%
TMC
587
Trellus Management Company
Florida
$657K – – –
CBU
588
CIBC Bank USA
Illinois
$638K – – –
1GA
589
1st Global Advisors
Texas
$631K +$37K +115 +6%
CCA
590
Catalyst Capital Advisors
New York
$628K +$33.5K +104 +6%
Creative Planning
591
Creative Planning
Kansas
$627K +$368K +1,142 +149%
BT
592
Beacon Trust
New Jersey
$626K -$1.93M -6,012 -76%
MC
593
Middleton & Co
Massachusetts
$619K +$64.4K +200 +12%
KFP
594
Keystone Financial Planning
Ohio
$604K – – –
HCC
595
Hirtle Callaghan & Co
Pennsylvania
$595K -$301K -935 -34%
AHS
596
Aspiriant Holdings S3
California
$589K +$75.6K +235 +15%
DAS
597
Dynamic Advisor Solutions
Arizona
$588K +$25.7K +80 +5%
SI
598
Stephens Inc
Arkansas
$586K -$644 -2 -0.1%
WA
599
Waverly Advisors
Alabama
$579K – – –
HCM
600
Hollencrest Capital Management
California
$572K +$257K +800 +85%