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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AW
301
Alpha Windward
Massachusetts
$35K
QBFM
302
QS Batterymarch Financial Management
New York
$34K
WOC
303
West Oak Capital
California
$31.6K
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$24K
ST
305
Stifel Trust
Missouri
$20K
Group One Trading
306
Group One Trading
Illinois
$20K +$18.1K +500 New
IGIM
307
I.G. Investment Management
Manitoba, Canada
$18K +$16.2K +448 New
PAS
308
Partnervest Advisory Services
California
$16K -$100K -2,776 -87%
MWP
309
MYCIO Wealth Partners
Pennsylvania
$16K
Parallax Volatility Advisers
310
Parallax Volatility Advisers
California
$15K +$4.34K +120 +45%
HMS
311
Hanseatic Management Services
New Mexico
$14K +$795 +22 +7%
WA
312
WFG Advisors
Texas
$13K +$1.08K +30 +10%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$13K +$11.4K +315 +4,500%
WCBA
314
Weaver C. Barksdale & Associates
Tennessee
$10K -$1.84K -51 -17%
SNT
315
Security National Trust
West Virginia
$10K
EWM
316
Evercore Wealth Management
New York
$10K +$9.03K +250 New
BAM
317
Brave Asset Management
New Jersey
$9K +$7.95K +220 New
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.63K +239 New
BC
319
Bartlett & Co
Ohio
$8K
CFS
320
Community Financial System
New York
$8K
HI
321
Hudock Inc
Pennsylvania
$8K
LNB
322
Ledyard National Bank
$8K
S
323
SignatureFD
Georgia
$8K
WT
324
Whittier Trust
California
$8K
WA
325
Waverly Advisors
Alabama
$8K +$7.12K +197 New