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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
726
Rampart Investment Management
Connecticut
$865K +$90.9K +187 +12%
CWM
727
Confluence Wealth Management
Oregon
$864K -$43.7K -90 -5%
BSW
728
Buckingham Strategic Wealth
Missouri
$863K -$262K -539 -24%
BP
729
Ballentine Partners
Massachusetts
$848K -$119K -244 -13%
CG
730
Caprock Group
Idaho
$844K +$36K +74 +5%
IUHSA
731
Itau Unibanco Holding S.A.
Brazil
$842K +$422K +869 +113%
CCA
732
Checchi Capital Advisers
California
$830K +$195K +402 +33%
VFA
733
Valeo Financial Advisors
Indiana
$821K +$179K +368 +30%
ORI
734
Oak Ridge Investments
Illinois
$817K – – –
MAM
735
Martingale Asset Management
Massachusetts
$815K +$770K +1,584 New
WPA
736
West Paces Advisors
Georgia
$815K -$13.6K -28 -2%
FPFS
737
First Personal Financial Services
North Carolina
$814K +$179K +369 +30%
DWT
738
Dorsey & Whitney Trust
South Dakota
$811K -$24.3K -50 -3%
PCM
739
Palouse Capital Management
Washington
$794K -$7.6M -15,632 -91%
DWA
740
Douglass Winthrop Advisors
New York
$783K – – –
CAM
741
Covenant Asset Management
New Jersey
$780K -$17K -35 -2%
PP
742
PagnatoKarp Partners
Virginia
$777K – – –
LPC
743
Loeb Partners Corp
New York
$771K – – –
SPC
744
Sigma Planning Corp
Michigan
$770K -$22.4K -46 -3%
CLOS
745
Compagnie Lombard Odier SCmA
Switzerland
$768K -$28.7K -59 -4%
AP
746
Appleton Partners
Massachusetts
$767K +$20.9K +43 +3%
KWA
747
KCS Wealth Advisory
California
$761K +$720K +1,481 New
TFCP
748
Twin Focus Capital Partners
Massachusetts
$751K -$413K -850 -37%
BSB
749
Bangor Savings Bank
Maine
$750K +$28.7K +59 +4%
Lido Advisors
750
Lido Advisors
California
$742K +$41.3K +85 +6%