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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
351
Occidental Asset Management
California
$351K +$82.7K +1,272 +32%
Harris Associates
352
Harris Associates
Illinois
$346K -$24.7K -380 -7%
HNB
353
Huntington National Bank
Ohio
$345K – – –
HWA
354
Heritage Wealth Advisors
Virginia
$332K – – –
DCM
355
Driehaus Capital Management
Illinois
$303K +$297K +4,564 New
GLA
356
Great Lakes Advisors
Illinois
$302K -$1.77M -27,149 -86%
Mariner
357
Mariner
Kansas
$300K +$294K +4,517 New
PAG
358
Private Advisor Group
New Jersey
$298K +$75.8K +1,166 +35%
PHAM
359
Palisades Hudson Asset Management
Florida
$297K – – –
LPL Financial
360
LPL Financial
California
$295K -$22.7K -349 -7%
WAM
361
Wealthspire Advisors (Maryland)
Maryland
$292K -$29K -446 -9%
AP
362
Appleton Partners
Massachusetts
$292K -$9.75K -150 -3%
IIC
363
Ironwood Investment Counsel
Arizona
$287K -$24.4K -375 -7%
Skandinaviska Enskilda Banken (SEB)
364
Skandinaviska Enskilda Banken (SEB)
Sweden
$287K +$54.3K +835 +24%
CI
365
Cigna Investments
Connecticut
$287K +$282K +4,331 New
ACP
366
Ashfield Capital Partners
California
$286K – – –
AIL
367
AGF Investments LLC
Ontario, Canada
$281K +$276K +4,240 New
RA
368
Rational Advisors
New York
$259K +$254K +3,900 New
FMWA
369
Forvis Mazars Wealth Advisors
Missouri
$253K – – –
FRM
370
Fox Run Management
Connecticut
$252K +$247K +3,800 New
IA
371
IFP Advisors
Florida
$250K +$66.3K +1,020 +37%
SI
372
Stephens Inc
Arkansas
$248K -$42.5K -654 -15%
GT
373
Glenmede Trust
Pennsylvania
$248K – – –
ST
374
Smithfield Trust
Pennsylvania
$248K +$149K +2,284 +156%
CC
375
Courier Capital
New York
$246K -$44.5K -685 -16%