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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
426
Plante Moran Financial Advisors
Michigan
$363K +$993 +10 +0.3%
MMPW
427
Mitchell McLeod Pugh & Williams
Alabama
$356K
FANJ
428
Financial Architects (New Jersey)
New Jersey
$353K -$7.35K -74 -2%
DBRC
429
D.B. Root & Company
Pennsylvania
$351K
GT
430
Glenmede Trust
Pennsylvania
$350K
CC
431
Courier Capital
New York
$348K -$26K -262 -8%
IFS
432
Ifrah Financial Services
Arkansas
$348K -$1.39K -14 -0.4%
WAM
433
Wealthspire Advisors (Maryland)
Maryland
$347K -$9.43K -95 -3%
AR
434
Advisory Research
Illinois
$340K +$308K +3,102 New
TSS
435
Two Sigma Securities
New York
$340K +$308K +3,102 New
LWAC
436
Laurel Wealth Advisors (California)
California
$337K -$19.4K -195 -6%
BTNA
437
Bremer Trust National Association
Minnesota
$333K -$15.6K -157 -5%
PHAM
438
Palisades Hudson Asset Management
Florida
$330K
SWM
439
Segment Wealth Management
Texas
$329K -$4.27K -43 -1%
OWD
440
Osborn Williams & Donohoe
Ohio
$327K +$296K +2,980 New
AMIM
441
Aull & Monroe Investment Management
Alabama
$325K -$4.96K -50 -2%
IIC
442
Ironwood Investment Counsel
Arizona
$323K +$19.9K +200 +4%
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$322K +$196K +1,971 +204%
AP
444
Appleton Partners
Massachusetts
$317K -$10.9K -110 -4%
BEAM
445
Baker Ellis Asset Management
Washington
$313K
EWM
446
Evercore Wealth Management
New York
$311K
Group One Trading
447
Group One Trading
Illinois
$304K +$275K +2,774 New
FM
448
Foster & Motley
Ohio
$301K +$272K +2,744 New
GI
449
GAMCO Investors
Connecticut
$299K +$271K +2,730 New
WA
450
Wheatland Advisors
Pennsylvania
$297K