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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
351
Rowland Carmichael Advisors
Arizona
$781K
WP
352
WealthSource Partners
California
$769K -$35.7K -360 -5%
FM
353
Forward Management
California
$750K +$27.3K +275 +4%
OAM
354
Occidental Asset Management
California
$749K
GLA
355
Great Lakes Advisors
Illinois
$745K -$32.7K -329 -5%
KI
356
Koch Industries
Kansas
$745K +$378K +3,803 +127%
SPIA
357
Steward Partners Investment Advisory
New York
$736K +$37.3K +376 +6%
WF
358
Welch & Forbes
Massachusetts
$733K
CS
359
Cannell & Spears
New York
$709K
Lido Advisors
360
Lido Advisors
California
$703K +$637K +6,412 New
TW
361
Transform Wealth
Colorado
$696K -$405K -4,075 -39%
HK
362
Horizon Kinetics
New York
$681K +$616K +6,207 New
AAM
363
Azzad Asset Management
Virginia
$671K
CMANY
364
Capital Management Associates (New York)
New York
$660K -$494K -4,975 -45%
PP
365
Prudential plc
United Kingdom
$658K -$328K -3,300 -35%
AIL
366
AGF Investments LLC
Ontario, Canada
$655K -$70.8K -713 -11%
TH
367
TCTC Holdings
Texas
$650K
Mariner
368
Mariner
Kansas
$645K +$102K +1,023 +21%
ECM
369
ETrade Capital Management
Virginia
$636K -$95.8K -965 -14%
MNG
370
Manning & Napier Group
New York
$634K -$1.1M -11,045 -66%
DIM
371
DC Investments Management
Virginia
$625K -$229K -2,307 -29%
NA
372
NewEdge Advisors
Louisiana
$619K -$21.4K -216 -4%
BGDI
373
BW Gestao de Investimentos
Brazil
$614K -$26.2K -264 -5%
P
374
Pitcairn
Pennsylvania
$614K +$113K +1,139 +26%
HCM
375
Howland Capital Management
Massachusetts
$603K