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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
326
Great Lakes Advisors
Illinois
$552K +$90.8K +1,258 +21%
BCM
327
Bayesian Capital Management
New York
$552K +$527K +7,300 New
SWP
328
Stratos Wealth Partners
Ohio
$540K +$84.9K +1,176 +20%
MAM
329
Meeder Asset Management
Ohio
$539K -$175K -2,430 -25%
RCA
330
Rowland Carmichael Advisors
Arizona
$538K
KeyBank National Association
331
KeyBank National Association
Ohio
$537K -$18K -250 -3%
KFA
332
Kelleher Financial Advisors
New York
$528K -$217K -3,000 -30%
GHCM
333
Glen Harbor Capital Management
California
$526K +$119K +1,648 +31%
WP
334
WealthSource Partners
California
$524K -$128K -1,769 -20%
ECM
335
ETrade Capital Management
Virginia
$521K +$4.33K +60 +0.9%
CS
336
Cannell & Spears
New York
$519K
Creative Planning
337
Creative Planning
Kansas
$514K +$31.5K +437 +7%
WF
338
Welch & Forbes
Massachusetts
$505K -$13.1K -182 -3%
OAM
339
Occidental Asset Management
California
$501K +$23.3K +323 +5%
PAS
340
Park Avenue Securities
New York
$493K +$32.4K +449 +7%
FM
341
Forward Management
California
$491K +$26.9K +373 +6%
MCM
342
McKinley Capital Management
Alaska
$489K -$11.3K -156 -2%
SIA
343
Sit Investment Associates
Minnesota
$476K
PTC
344
Private Trust Company
Ohio
$473K +$452K +6,260 New
HSA
345
HBK Sorce Advisory
Pennsylvania
$473K +$452K +6,261 New
BGDI
346
BW Gestao de Investimentos
Brazil
$472K -$51.3K -711 -10%
RCAMU
347
Rothschild & Co Asset Management US
Connecticut
$468K -$1.23K -17 -0.3%
AAM
348
Azzad Asset Management
Virginia
$463K +$442K +6,121 New
NA
349
NewEdge Advisors
Louisiana
$458K +$204K +2,824 +86%
TH
350
TCTC Holdings
Texas
$448K