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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
901
Envestnet Asset Management
Illinois
$366K -$5.91M -12,166 -94%
BWP
902
Baldwin Wealth Partners
Massachusetts
$366K +$312K +641 +475%
LCM
903
Logan Capital Management
Pennsylvania
$365K – – –
NHC
904
Nicholas Hoffman & Company
Georgia
$365K +$24.3K +50 +7%
CL
905
CPWM LLC
Washington
$361K +$18K +37 +5%
CIM
906
CIM Investment Management
Pennsylvania
$358K – – –
RWA
907
Ropes Wealth Advisors
Massachusetts
$358K – – –
CPIG
908
Chicago Partners Investment Group
Illinois
$357K +$209K +429 +88%
AC
909
Abbrea Capital
California
$356K +$31.6K +65 +9%
CHA
910
Cedar Hill Associates
Illinois
$355K -$28.2K -58 -7%
AL
911
Aspiriant LLC
California
$355K – – –
GW
912
GW & Wade
Massachusetts
$355K – – –
Dodge & Cox
913
Dodge & Cox
California
$353K +$365K +750 New
MBT
914
Montecito Bank & Trust
California
$344K +$74.9K +154 +27%
MA
915
Montag & Associates
Georgia
$344K +$355K +730 New
First Manhattan
916
First Manhattan
New York
$343K – – –
PFS
917
Prospera Financial Services
Texas
$341K -$104K -213 -23%
Fiera Capital (Canada)
918
Fiera Capital (Canada)
Quebec, Canada
$339K +$6.81K +14 +2%
MSA
919
Marino Stram & Associates
Massachusetts
$336K +$51.5K +106 +17%
AB
920
Atlas Brown
Kentucky
$335K – – –
Cetera Investment Advisers
921
Cetera Investment Advisers
Illinois
$334K +$346K +711 New
LNC
922
Lincoln National Corp
Pennsylvania
$332K +$27.7K +57 +9%
IAA
923
Independent Advisor Alliance
North Carolina
$331K +$91.4K +188 +30%
DZ Bank
924
DZ Bank
Germany
$330K -$2.47M -5,074 -88%
PIA
925
Pinion Investment Advisors
Kansas
$330K +$41.3K +85 +14%