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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
DY
626
Dowling & Yahnke
California
$625K +$12.3K +38 +2%
CCA
627
Catalyst Capital Advisors
New York
$610K – – –
DAS
628
Dynamic Advisor Solutions
Arizona
$609K +$57.4K +178 +10%
ACS
629
Archford Capital Strategies
Illinois
$608K +$9.03K +28 +1%
EFS
630
Essex Financial Services
Connecticut
$597K +$80K +248 +14%
VFS
631
VSR Financial Services
Kansas
$597K +$647K +2,006 New
EGA
632
E&G Advisors
Texas
$595K – – –
TMC
633
Trellus Management Company
Florida
$595K – – –
RC
634
Roundview Capital
New Jersey
$595K +$645K +2,000 New
DW
635
Domani Wealth
Pennsylvania
$578K -$186K -577 -23%
ZCI
636
Zevenbergen Capital Investments
Washington
$574K -$48.4K -150 -7%
Simplex Trading
637
Simplex Trading
Illinois
$566K +$614K +1,903 New
DWT
638
Dorsey & Whitney Trust
South Dakota
$557K +$21.9K +68 +4%
MC
639
Middleton & Co
Massachusetts
$556K – – –
LAM
640
Lingohr Asset Management
Germany
$556K +$604K +1,873 New
RG
641
Rathbones Group
United Kingdom
$551K +$597K +1,851 New
BFG
642
Beacon Financial Group
Texas
$543K -$11.3K -35 -2%
EDRE
643
Edmond de Rothschild (Europe)
Luxembourg
$543K +$194K +600 +49%
MFS
644
MSI Financial Services
Massachusetts
$535K +$279K +865 +93%
QC
645
QCM Cayman
Texas
$533K +$578K +1,792 New
RBC
646
Ronald Blue & Co
Georgia
$524K -$239K -741 -30%
JIC
647
Johnson Investment Counsel
Ohio
$524K +$75.8K +235 +15%
HCM
648
Hollencrest Capital Management
California
$523K -$44.2K -137 -7%
CIA
649
Capital Impact Advisors
Massachusetts
$522K – – –
HW
650
Hedeker Wealth
Illinois
$521K – – –