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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
651
CIM Investment Management
Pennsylvania
$810K +$9.54K +26 +1%
LOAME
652
Lombard Odier Asset Management (Europe)
United Kingdom
$804K
IWA
653
IBEX Wealth Advisors
New Jersey
$796K +$765K +2,087 New
IA
654
IFP Advisors
Florida
$795K +$96.5K +263 +14%
WAM
655
Weatherly Asset Management
California
$790K +$45.1K +123 +6%
DAS
656
Dynamic Advisor Solutions
Arizona
$788K +$6.24K +17 +0.8%
AP
657
Advisor Partners
California
$784K +$17.2K +47 +2%
IPC
658
Independent Portfolio Consultants
Florida
$777K +$12.5K +34 +2%
MYAM
659
Meiji Yasuda Asset Management
Japan
$762K -$40.3K -110 -5%
FBC
660
Fairfield, Bush & Co
Connecticut
$761K
TMC
661
Trellus Management Company
Florida
$761K
EFS
662
Essex Financial Services
Connecticut
$757K +$242K +661 +50%
MWM
663
Marietta Wealth Management
Georgia
$757K +$729K +1,988 New
ECM
664
Ensemble Capital Management
California
$755K -$114K -310 -14%
Jennison Associates
665
Jennison Associates
New York
$751K +$724K +1,974 New
SGCA
666
Steel Grove Capital Advisors
Tennessee
$748K +$721K +1,965 New
EI
667
Elkhorn Investments
Illinois
$742K +$716K +1,951 New
WPA
668
West Paces Advisors
Georgia
$740K +$713K +1,945 New
IIM
669
Intact Investment Management
Quebec, Canada
$723K
RCAG
670
Rehmann Capital Advisory Group
Michigan
$722K +$180K +491 +35%
MFS
671
MSI Financial Services
Massachusetts
$712K -$63.8K -174 -9%
P
672
Pitcairn
Pennsylvania
$711K -$14.7K -40 -2%
FC
673
FIC Capital
New York
$706K -$459K -1,252 -40%
BPC
674
Banque Pictet & Cie
Switzerland
$702K +$189K +515 +39%
BSW
675
Buckingham Strategic Wealth
Missouri
$675K -$110K -300 -14%