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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LPC
701
Loeb Partners Corp
New York
$634K -$598K -1,500 -50%
WPP
702
Whalerock Point Partners
Rhode Island
$630K +$251K +630 +73%
FC
703
FIC Capital
New York
$625K – – –
FCM
704
Flinton Capital Management
Pennsylvania
$622K +$57.4K +144 +11%
VSWA
705
Vontobel Swiss Wealth Advisors
Switzerland
$615K +$160K +400 +38%
BPC
706
Banque Pictet & Cie
Switzerland
$613K -$26.7K -67 -4%
SWP
707
Stratos Wealth Partners
Ohio
$611K +$46.3K +116 +9%
SPC
708
Sigma Planning Corp
Michigan
$610K +$24.7K +62 +4%
SI
709
SII Investments
Wisconsin
$606K +$289K +724 +101%
AP
710
Appleton Partners
Massachusetts
$604K -$1.2K -3 -0.2%
CBU
711
CIBC Bank USA
Illinois
$603K +$39.9K +100 +8%
MI
712
Markston International
New York
$603K +$570K +1,428 New
RIM
713
Rampart Investment Management
Connecticut
$599K +$432K +1,083 +323%
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$597K -$3.8M -9,531 -87%
CG
715
Caprock Group
Idaho
$593K +$187K +469 +50%
TI
716
Trexquant Investment
Connecticut
$591K +$558K +1,400 New
DPIM
717
Duff & Phelps Investment Management
Illinois
$589K -$35.9K -90 -6%
KLI
718
Kelman-Lazarov Inc
Tennessee
$587K – – –
IHL
719
Investment House LLC
California
$587K +$14K +35 +3%
CANC
720
Culbertson A N & Co
Virginia
$583K – – –
HW
721
Hancock Whitney
Mississippi
$581K -$120K -300 -18%
LG
722
LaFleur & Godfrey
Michigan
$572K – – –
CL
723
CPWM LLC
Washington
$566K -$46.7K -117 -8%
TWM
724
Torch Wealth Management
Ohio
$562K – – –
CTA
725
Colonial Trust Advisors
South Carolina
$542K +$93.3K +234 +22%
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