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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Cambridge Advisors
Nebraska
$460K -$9.56K -25 -2%
CIA
702
Choate Investment Advisors
Massachusetts
$454K – – –
PP
703
PagnatoKarp Partners
Virginia
$452K +$15.3K +40 +4%
RCM
704
Radnor Capital Management
Pennsylvania
$449K -$86.1K -225 -16%
WJA
705
Williams Jones & Associates
New York
$449K +$42.8K +112 +11%
BIM
706
Baldwin Investment Management
Pennsylvania
$447K – – –
MWM
707
Modera Wealth Management
New Jersey
$446K -$230K -602 -34%
BSB
708
Bangor Savings Bank
Maine
$446K +$3.06K +8 +0.7%
WPW
709
Waldron Private Wealth
Pennsylvania
$446K +$231K +605 +108%
D.E. Shaw & Co
710
D.E. Shaw & Co
New York
$438K -$4.17M -10,901 -91%
DC
711
Davenport & Co
Virginia
$425K -$15.3K -40 -3%
EFS
712
Essex Financial Services
Connecticut
$425K -$337K -880 -44%
FPFS
713
First Personal Financial Services
North Carolina
$425K -$52K -136 -11%
PCMM
714
Private Capital Management (Minnesota)
Minnesota
$422K +$421K +1,100 New
WF
715
Welch & Forbes
Massachusetts
$406K +$28.7K +75 +8%
WI
716
Wintrust Investments
Illinois
$405K +$143K +374 +55%
VSWA
717
Vontobel Swiss Wealth Advisors
Switzerland
$405K +$404K +1,055 New
WA
718
WBH Advisory
Maryland
$404K – – –
CTA
719
Colonial Trust Advisors
South Carolina
$402K -$383 -1 -0.1%
SC
720
Savant Capital
Illinois
$399K -$11.5K -30 -3%
ZCA
721
Zeke Capital Advisors
Pennsylvania
$398K +$117K +306 +42%
PAS
722
Park Avenue Securities
New York
$397K +$166K +435 +72%
JWBC
723
J.W. Burns & Co
New York
$386K – – –
IIM
724
Intact Investment Management
Quebec, Canada
$384K -$344K -900 -47%
JGUA
725
John G. Ullman & Associates
New York
$384K -$153K -400 -29%