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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
926
Sullivan, Bruyette, Speros & Blaney
Virginia
$319K +$13.1K +27 +5%
SI
927
SII Investments
Wisconsin
$316K -$397K -817 -57%
RMDI
928
R.M. Davis Inc
Maine
$316K +$22.8K +47 +8%
DLA
929
Douglas Lane & Associates
New York
$316K +$299K +615 New
WCM
930
Weatherstone Capital Management
Colorado
$314K +$44.7K +92 +18%
HIC
931
Holderness Investments Company
North Carolina
$313K – – –
PCM
932
Poehling Capital Management
Wisconsin
$313K +$297K +610 New
KFC
933
Klingenstein Fields & Co
New York
$311K – – –
WG
934
Winton Group
United Kingdom
$310K -$78.7K -162 -21%
FAIM
935
Financial Advocates Investment Management
Washington
$310K +$294K +604 New
KSA
936
Ken Stern & Associates
California
$309K -$4.38K -9 -1%
III
937
Independent Investors Inc
New York
$307K – – –
QPWM
938
Quadrant Private Wealth Management
Pennsylvania
$307K +$291K +598 New
LWCFA
939
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$306K +$19.4K +40 +7%
S
940
SignatureFD
Georgia
$306K +$36.9K +76 +15%
RG
941
Rathbones Group
United Kingdom
$304K +$4.86K +10 +2%
EA
942
Edge Advisors
Georgia
$303K -$37.4K -77 -12%
CA
943
Calton & Associates
Florida
$303K +$250K +515 New
JWA
944
JFS Wealth Advisors
Pennsylvania
$301K +$4.38K +9 +2%
GLA
945
Good Life Advisors
Pennsylvania
$300K +$49.6K +102 +22%
PCM
946
Penserra Capital Management
California
$297K +$103K +211 +57%
OIA
947
Optimum Investment Advisors
Illinois
$296K +$6.32K +13 +2%
EMG
948
ETF Managers Group
New Jersey
$296K +$215K +443 +321%
AB
949
Atlas Brown
Kentucky
$294K +$4.38K +9 +2%
RE
950
RBC Europe
United Kingdom
$287K +$80.7K +166 +42%