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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
626
Buckingham Strategic Wealth
Missouri
$737K – – –
PIM
627
Partner Investment Management
California
$735K +$734K +2,159 New
TFCP
628
Twin Focus Capital Partners
Massachusetts
$732K – – –
PP
629
Paloma Partners
Connecticut
$727K -$265K -780 -27%
DW
630
Domani Wealth
Pennsylvania
$718K +$55.8K +164 +8%
DAS
631
Dynamic Advisor Solutions
Arizona
$711K +$13.6K +40 +2%
QSS
632
Quantitative Systematic Strategies
Florida
$706K +$279K +819 +66%
BCM
633
BlueCrest Capital Management
Jersey
$705K +$704K +2,069 New
CCA
634
Catalyst Capital Advisors
New York
$698K – – –
AP
635
Appleton Partners
Massachusetts
$696K +$178K +522 +34%
AP
636
Advisor Partners
California
$684K +$354K +1,041 +108%
VFS
637
VSR Financial Services
Kansas
$683K – – –
TMC
638
Trellus Management Company
Florida
$681K – – –
WIS
639
Wright Investors Service
Connecticut
$659K +$305K +896 +86%
EFS
640
Essex Financial Services
Connecticut
$655K -$27.9K -82 -4%
BFG
641
Beacon Financial Group
Texas
$650K +$17.3K +51 +3%
HCM
642
Hollencrest Capital Management
California
$650K +$51K +150 +9%
IPC
643
Independent Portfolio Consultants
Florida
$649K -$403K -1,185 -38%
DPIM
644
Duff & Phelps Investment Management
Illinois
$645K +$644K +1,895 New
LAM
645
Lingohr Asset Management
Germany
$642K – – –
MC
646
Middleton & Co
Massachusetts
$637K – – –
CS
647
Credential Securities
$624K -$99.6K -293 -14%
SCM
648
Schnieders Capital Management
California
$623K +$141K +415 +29%
JIC
649
Johnson Investment Counsel
Ohio
$617K +$17K +50 +3%
CBU
650
CIBC Bank USA
Illinois
$615K +$56.5K +166 +10%
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