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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
SeaCrest Wealth Management
New York
$364K -$4.96K -50 -1%
PMFA
427
Plante Moran Financial Advisors
Michigan
$363K +$993 +10 +0.3%
MMPW
428
Mitchell McLeod Pugh & Williams
Alabama
$356K – – –
FANJ
429
Financial Architects (New Jersey)
New Jersey
$353K -$7.35K -74 -2%
DBRC
430
D.B. Root & Company
Pennsylvania
$351K – – –
Glenmede Trust
431
Glenmede Trust
Pennsylvania
$350K – – –
CC
432
Courier Capital
New York
$348K -$26K -262 -8%
IFS
433
Ifrah Financial Services
Arkansas
$348K -$1.39K -14 -0.4%
Wealthspire Advisors (Maryland)
434
Wealthspire Advisors (Maryland)
Maryland
$347K -$9.43K -95 -3%
AR
435
Advisory Research
Illinois
$340K +$308K +3,102 New
TSS
436
Two Sigma Securities
New York
$340K +$308K +3,102 New
LWAC
437
Laurel Wealth Advisors (California)
California
$337K -$19.4K -195 -6%
BTNA
438
Bremer Trust National Association
Minnesota
$333K -$15.6K -157 -5%
PHAM
439
Palisades Hudson Asset Management
Florida
$330K – – –
SWM
440
Segment Wealth Management
Texas
$329K -$4.27K -43 -1%
OWD
441
Osborn Williams & Donohoe
Ohio
$327K +$296K +2,980 New
AMIM
442
Aull & Monroe Investment Management
Alabama
$325K -$4.96K -50 -2%
IIC
443
Ironwood Investment Counsel
Arizona
$323K +$19.9K +200 +4%
O'Shaughnessy Asset Management
444
O'Shaughnessy Asset Management
Connecticut
$322K +$196K +1,971 +204%
AP
445
Appleton Partners
Massachusetts
$317K -$10.9K -110 -4%
BEAM
446
Baker Ellis Asset Management
Washington
$313K – – –
Evercore Wealth Management
447
Evercore Wealth Management
New York
$311K – – –
Group One Trading
448
Group One Trading
Illinois
$304K +$275K +2,774 New
FM
449
Foster & Motley
Ohio
$301K +$272K +2,744 New
GAMCO Investors
450
GAMCO Investors
Connecticut
$299K +$271K +2,730 New