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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
IFS
351
Ifrah Financial Services
Arkansas
$250K -$7.29K -130 -3%
EVM
352
Eaton Vance Management
Massachusetts
$250K – – –
PHAM
353
Palisades Hudson Asset Management
Florida
$240K -$36.7K -655 -13%
LIA
354
LS Investment Advisors
Michigan
$239K +$5.22K +93 +2%
BFM
355
Boothbay Fund Management
New York
$239K +$249K +4,448 New
FCBT
356
First Citizens Bank & Trust
North Carolina
$238K – – –
BTNA
357
Bremer Trust National Association
Minnesota
$234K -$15.8K -282 -6%
GF
358
Gerstein Fisher
New York
$234K -$4.04K -72 -2%
ACP
359
Ashfield Capital Partners
California
$232K – – –
SI
360
Scout Investments
Missouri
$230K +$240K +4,279 New
FNT
361
First National Trust
Pennsylvania
$227K +$20.7K +369 +10%
BFM
362
Boston Financial Management
Massachusetts
$225K +$234K +4,180 New
RCAMU
363
Rothschild & Co Asset Management US
Connecticut
$219K +$229K +4,081 New
ZIM
364
Zacks Investment Management
Illinois
$218K +$1.12K +20 +0.5%
BNP Paribas Financial Markets
365
BNP Paribas Financial Markets
France
$210K +$220K +3,916 New
Creative Planning
366
Creative Planning
Kansas
$208K -$1.85K -33 -0.8%
OTPPB
367
Ontario Teachers' Pension Plan Board
Ontario, Canada
$207K +$216K +3,851 New
WAM
368
Wealthspire Advisors (Maryland)
Maryland
$185K +$193K +3,446 New
First Manhattan
369
First Manhattan
New York
$178K – – –
PMFA
370
Plante Moran Financial Advisors
Michigan
$175K – – –
Zurich Cantonal Bank
371
Zurich Cantonal Bank
Switzerland
$166K +$93.7K +1,670 +118%
EWM
372
Evercore Wealth Management
New York
$165K +$4.32K +77 +3%
CFG
373
Citizens Financial Group
Rhode Island
$160K +$167K +2,970 New
RWA
374
Ropes Wealth Advisors
Massachusetts
$156K – – –
CAM
375
ClariVest Asset Management
California
$151K +$11.7K +209 +8%