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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
376
Caldwell Investment Management
Ontario, Canada
$1.04M -$1.53M -10,000 -60%
WF
377
Welch & Forbes
Massachusetts
$1.04M
Nordea Investment Management
378
Nordea Investment Management
Sweden
$1.03M
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$1.03M -$214K -1,397 -17%
MCM
380
MAI Capital Management
Ohio
$1.02M +$61.7K +402 +7%
HH
381
Hilltop Holdings
Texas
$1.01M +$14.3K +93 +1%
WA
382
Wambolt & Associates
Colorado
$1.01M -$267K -1,739 -21%
VT
383
Vise Technologies
New York
$1.01M -$931K -6,068 -48%
CS
384
Cannell & Spears
New York
$1.01M
EC
385
Estate Counselors
Wisconsin
$995K
MC
386
Montag & Caldwell
Georgia
$989K
Thrivent Financial for Lutherans
387
Thrivent Financial for Lutherans
Minnesota
$976K -$4.62M -30,098 -83%
EAMA
388
EFG Asset Management (Americas)
Florida
$962K +$22.7K +148 +2%
Cetera Investment Advisers
389
Cetera Investment Advisers
Illinois
$956K +$23.5K +153 +3%
BEI
390
Benjamin Edwards Inc
Missouri
$955K +$122K +795 +15%
PAS
391
Park Avenue Securities
New York
$954K +$109K +710 +13%
BFO
392
Biltmore Family Office
North Carolina
$946K
FP
393
Fiduciary Planning
Florida
$945K +$157K +1,023 +20%
CIC
394
Crawford Investment Counsel
Georgia
$944K
TH
395
TCTC Holdings
Texas
$923K
CS
396
Candriam SCA
Luxembourg
$921K +$109K +709 +14%
CFA
397
CWS Financial Advisors
Michigan
$913K
AIL
398
AGF Investments LLC
Ontario, Canada
$911K +$203K +1,321 +29%
Vanguard Personalized Indexing Management
399
Vanguard Personalized Indexing Management
California
$882K +$123K +799 +16%
SC
400
Sepio Capital
Utah
$875K -$120K -783 -12%