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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
601
Fulton Bank
Pennsylvania
$791K +$784K +2,164 New
TFCP
602
Twin Focus Capital Partners
Massachusetts
$787K – – –
CS
603
Candriam SCA
Luxembourg
$776K +$58.3K +161 +8%
PWS
604
Peloton Wealth Strategists
Indiana
$768K -$36.2K -100 -5%
CCA
605
Catalyst Capital Advisors
New York
$750K – – –
SCM
606
Schnieders Capital Management
California
$748K -$140K -385 -16%
HRIA
607
Haberer Registered Investment Advisor
Ohio
$746K -$57.6K -159 -7%
EGA
608
E&G Advisors
Texas
$732K – – –
TMC
609
Trellus Management Company
Florida
$732K – – –
FMBTD
610
First Midwest Bank Trust Division
Illinois
$731K -$435K -1,200 -38%
W
611
Wealthfront
California
$726K +$178K +491 +33%
1GA
612
1st Global Advisors
Texas
$724K +$18.5K +51 +3%
ZCI
613
Zevenbergen Capital Investments
Washington
$713K +$74.3K +205 +12%
FPFS
614
First Personal Financial Services
North Carolina
$693K -$35.9K -99 -5%
MC
615
Middleton & Co
Massachusetts
$684K – – –
MCM
616
MAI Capital Management
Ohio
$671K +$69.9K +193 +12%
IFB
617
iAB Financial Bank
Indiana
$669K +$216K +595 +48%
ACS
618
Archford Capital Strategies
Illinois
$668K +$662K +1,827 New
SI
619
Stephens Inc
Arkansas
$666K +$8.34K +23 +1%
TI
620
Turner Investments
Pennsylvania
$666K +$660K +1,820 New
BFG
621
Beacon Financial Group
Texas
$660K +$51.5K +142 +9%
HCM
622
Hollencrest Capital Management
California
$658K +$34.4K +95 +6%
CASB
623
Cape Ann Savings Bank
Massachusetts
$658K +$36.2K +100 +6%
WIS
624
Wright Investors Service
Connecticut
$650K +$69.2K +191 +12%
DAS
625
Dynamic Advisor Solutions
Arizona
$645K -$23.2K -64 -4%
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