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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
FP
426
Fiduciary Planning
Florida
$923K +$13.7K +78 +2%
LPARFS
427
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$914K – – –
Fiduciary Trust
428
Fiduciary Trust
Massachusetts
$901K +$6.15K +35 +0.7%
GWMI
429
Guardian Wealth Management (Illinois)
Illinois
$899K +$864K +4,916 New
Johnson Investment Counsel
430
Johnson Investment Counsel
Ohio
$898K – – –
Vanguard Personalized Indexing Management
431
Vanguard Personalized Indexing Management
California
$890K +$393K +2,236 +85%
UMB Bank
432
UMB Bank
Missouri
$886K +$853K +4,851 New
SP
433
Symmetry Partners
Connecticut
$878K – – –
CGL
434
Clarius Group LLC
Washington
$835K +$25K +142 +3%
Horizon Kinetics Asset Management
435
Horizon Kinetics Asset Management
New York
$834K – – –
AIL
436
AGF Investments LLC
Ontario, Canada
$829K +$172K +980 +28%
KFA
437
Kelleher Financial Advisors
New York
$822K -$1.01M -5,730 -56%
EMG
438
ETF Managers Group
New Jersey
$820K +$37.4K +213 +5%
HLOC
439
H.L. Ormond & Company
North Carolina
$807K +$954K +5,425 New
CCP
440
Clarkston Capital Partners
Michigan
$804K -$43.9K -250 -5%
First Horizon Advisors
441
First Horizon Advisors
Tennessee
$798K +$97.4K +554 +15%
ECAM
442
East Coast Asset Management
Massachusetts
$795K -$220K -1,250 -22%
Accredited Investors
443
Accredited Investors
Minnesota
$785K – – –
CT
444
Cambridge Trust
Massachusetts
$783K +$325K +1,850 +76%
SAM
445
Strategy Asset Managers
California
$770K -$306K -1,741 -29%
WP
446
WealthSource Partners
California
$769K +$6.5K +37 +0.9%
SWM
447
SeaCrest Wealth Management
New York
$765K +$24.1K +137 +3%
RWA
448
Ropes Wealth Advisors
Massachusetts
$761K – – –
CIBC World Markets
449
CIBC World Markets
New York
$760K -$421K -2,393 -37%
Swiss Life Asset Management
450
Swiss Life Asset Management
$760K -$1.37M -7,812 -65%