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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
451
Lazard Asset Management
New York
$687K +$239K +1,493 +54%
SS
452
Simplicity Solutions
Minnesota
$683K +$373K +2,333 +123%
UCFA
453
United Capital Financial Advisors
Texas
$679K -$27.8K -174 -4%
GCMG
454
Gyroscope Capital Management Group
Florida
$670K -$15.5K -97 -2%
RWA
455
Ropes Wealth Advisors
Massachusetts
$666K +$13.4K +84 +2%
PFS
456
Prospera Financial Services
Texas
$656K -$3.2K -20 -0.5%
WP
457
WealthSource Partners
California
$655K -$479 -3 -0.1%
SWM
458
SeaCrest Wealth Management
New York
$654K +$6.23K +39 +1%
BFO
459
Biltmore Family Office
North Carolina
$648K – – –
BO
460
Bank OZK
Arkansas
$646K – – –
ACP
461
Ashfield Capital Partners
California
$641K -$32K -200 -5%
NA
462
NewEdge Advisors
Louisiana
$639K -$1.6K -10 -0.3%
IIC
463
Ironwood Investment Counsel
Arizona
$639K -$1.12K -7 -0.1%
EMG
464
ETF Managers Group
New Jersey
$636K +$84.5K +529 +16%
SFSG
465
Sound Financial Strategies Group
Mississippi
$630K +$623K +3,901 New
OSIA
466
O'Shares Investment Advisers
Massachusetts
$629K +$15.3K +96 +3%
AIL
467
AGF Investments LLC
Ontario, Canada
$623K -$92.5K -579 -13%
SB
468
Simmons Bank
Arkansas
$620K -$2.08K -13 -0.3%
IWC
469
Integrated Wealth Concepts
Massachusetts
$618K +$479 +3 +0.1%
Wolverine Trading
470
Wolverine Trading
Illinois
$618K +$610K +3,816 New
ACM
471
Advisors Capital Management
New Jersey
$616K +$31.5K +197 +5%
CMA
472
Cedar Mountain Advisors
Oregon
$603K -$261K -1,634 -30%
HNB
473
Huntington National Bank
Ohio
$596K – – –
CI
474
Cigna Investments
Connecticut
$595K -$87.9K -550 -13%
TPCW
475
TD Private Client Wealth
New York
$594K -$3.04K -19 -0.5%