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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
IFS
351
Ifrah Financial Services
Arkansas
$260K -$14.8K -271 -6%
ACP
352
Ashfield Capital Partners
California
$256K – – –
BTNA
353
Bremer Trust National Association
Minnesota
$251K -$5.84K -107 -2%
LIA
354
LS Investment Advisors
Michigan
$250K -$13.5K -248 -6%
ZIM
355
Zacks Investment Management
Illinois
$240K -$218 -4 -0.1%
QC
356
Quadrature Capital
United Kingdom
$237K -$68.7K -1,260 -24%
FRM
357
Fox Run Management
Connecticut
$237K +$218K +4,000 New
Creative Planning
358
Creative Planning
Kansas
$231K +$382 +7 +0.2%
WAM
359
Wealthspire Advisors (Maryland)
Maryland
$231K +$24.5K +450 +13%
FMWA
360
Forvis Mazars Wealth Advisors
Missouri
$230K +$211K +3,877 New
BFM
361
Boston Financial Management
Massachusetts
$228K -$18K -330 -8%
FNT
362
First National Trust
Pennsylvania
$224K -$23.8K -437 -10%
GF
363
Gerstein Fisher
New York
$223K -$33.2K -608 -14%
OAM
364
Occidental Asset Management
California
$216K +$199K +3,648 New
MHC
365
Meyer Handelman Company
New York
$215K +$198K +3,625 New
AMIM
366
Aull & Monroe Investment Management
Alabama
$208K +$191K +3,502 New
TNBTD
367
Trustmark National Bank Trust Department
Mississippi
$208K +$191K +3,509 New
OCG
368
Opus Capital Group
Ohio
$205K -$93.9K -1,721 -33%
B
369
BancorpSouth
Mississippi
$204K +$188K +3,442 New
First Manhattan
370
First Manhattan
New York
$197K – – –
PMFA
371
Plante Moran Financial Advisors
Michigan
$193K – – –
FANJ
372
Financial Architects (New Jersey)
New Jersey
$185K +$171K +3,127 New
Zurich Cantonal Bank
373
Zurich Cantonal Bank
Switzerland
$183K – – –
EWM
374
Evercore Wealth Management
New York
$182K – – –
RWA
375
Ropes Wealth Advisors
Massachusetts
$172K – – –