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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
901
Mission Wealth Management
California
$393K +$68.7K +130 +20%
LCM
902
Logan Capital Management
Pennsylvania
$387K +$45.4K +86 +12%
VCA
903
Verdence Capital Advisors
Maryland
$385K -$85.6K -162 -17%
CL
904
Choreo LLC
Illinois
$385K -$75.6K -143 -16%
VCM
905
Vigilant Capital Management
Maine
$382K +$37.5K +71 +10%
RWA
906
Ropes Wealth Advisors
Massachusetts
$379K – – –
Parallax Volatility Advisers
907
Parallax Volatility Advisers
California
$379K +$401K +759 New
CIM
908
CIM Investment Management
Pennsylvania
$379K +$402K +760 New
GAMC
909
Garner Asset Management Corp
Texas
$377K – – –
AL
910
Aspiriant LLC
California
$377K +$399K +755 New
GW
911
GW & Wade
Massachusetts
$376K +$528 +1 +0.1%
RC
912
RegentAtlantic Capital
New Jersey
$374K -$1.06K -2 -0.3%
SHCM
913
Stokes & Hubbell Capital Management
Louisiana
$374K – – –
CL
914
CPWM LLC
Washington
$364K +$3.17K +6 +0.8%
First Manhattan
915
First Manhattan
New York
$363K +$18.5K +35 +5%
Qube Research & Technologies (QRT)
916
Qube Research & Technologies (QRT)
United Kingdom
$363K +$276K +523 +255%
NHC
917
Nicholas Hoffman & Company
Georgia
$362K +$86.1K +163 +29%
BA
918
Birinyi Associates
Connecticut
$362K +$106K +200 +38%
CIM
919
Confluence Investment Management
Missouri
$362K +$383K +725 New
GC
920
Grimes & Company
Massachusetts
$361K -$34.9K -66 -8%
AFA
921
Arlington Financial Advisors
California
$359K – – –
AB
922
Atlas Brown
Kentucky
$359K – – –
JSA
923
Jacobson & Schmitt Advisors
Wisconsin
$354K -$4.76K -9 -1%
RMDI
924
R.M. Davis Inc
Maine
$352K +$49.7K +94 +15%
Fiera Capital (Canada)
925
Fiera Capital (Canada)
Quebec, Canada
$351K +$87.7K +166 +31%