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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
P
401
Pitcairn
Pennsylvania
$971K -$121K -837 -12%
AP
402
Advisor Partners
California
$959K +$39.2K +270 +5%
AI
403
AdvisorShares Investments
Maryland
$947K -$29.2K -201 -3%
Cetera Investment Advisers
404
Cetera Investment Advisers
Illinois
$938K +$888K +6,122 New
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$930K +$405K +2,793 +85%
Advisors Capital Management
406
Advisors Capital Management
New Jersey
$916K -$12.3K -85 -1%
TCTC Holdings
407
TCTC Holdings
Texas
$908K – – –
Johnson Investment Counsel
408
Johnson Investment Counsel
Ohio
$908K +$72.5K +500 +9%
CFA
409
CWS Financial Advisors
Michigan
$898K – – –
Voloridge Investment Management
410
Voloridge Investment Management
Florida
$887K -$695K -4,791 -45%
BRWA
411
B. Riley Wealth Advisors
Florida
$872K -$375K -2,586 -31%
MC
412
Montag & Caldwell
Georgia
$859K – – –
CP
413
Cumberland Partners
Ontario, Canada
$858K +$812K +5,600 New
ECAM
414
East Coast Asset Management
Massachusetts
$857K – – –
Balyasny Asset Management
415
Balyasny Asset Management
Illinois
$844K -$3.45M -23,782 -81%
HCM
416
Howland Capital Management
Massachusetts
$843K – – –
ARMT
417
Amica Retiree Medical Trust
Rhode Island
$834K – – –
ExodusPoint Capital Management
418
ExodusPoint Capital Management
New York
$833K +$325K +2,241 +70%
CreativeOne Wealth
419
CreativeOne Wealth
Kansas
$832K +$95.5K +658 +14%
CMA
420
Cedar Mountain Advisors
Oregon
$822K +$290 +2 +0%
SC
421
SRB Corp
Massachusetts
$814K +$770K +5,311 New
AIL
422
AGF Investments LLC
Ontario, Canada
$804K -$685K -4,722 -47%
RC
423
Roundview Capital
New Jersey
$801K +$12.9K +89 +2%
Group One Trading
424
Group One Trading
Illinois
$798K +$755K +5,207 New
APA
425
American Portfolios Advisors
New York
$789K -$18K -124 -2%