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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
V
451
Veritable
Delaware
$525K +$31.8K +219 +6%
EAM
452
Eukles Asset Management
Ohio
$515K +$3.48K +24 +0.7%
WA
453
Wealth Alliance
New York
$511K +$26.4K +182 +5%
TW
454
TrinityPoint Wealth
Connecticut
$509K +$11.9K +82 +2%
UCFA
455
United Capital Financial Advisors
Texas
$508K +$18.7K +129 +4%
PTP
456
Platform Technology Partners
New York
$505K – – –
RJT
457
Raymond James Trust
Florida
$505K +$23.1K +159 +5%
SB
458
Simmons Bank
Arkansas
$487K -$3.34K -23 -0.7%
TCM
459
Tributary Capital Management
Nebraska
$486K -$1.02M -7,037 -67%
MWM
460
Mission Wealth Management
California
$481K +$1.02K +7 +0.2%
AA
461
ALPS Advisors
Colorado
$477K +$485K +3,344 New
SPC
462
Sigma Planning Corp
Michigan
$472K +$50.1K +345 +12%
DBRC
463
D.B. Root & Company
Pennsylvania
$470K +$580 +4 +0.1%
AC
464
Avestar Capital
New York
$470K +$69.1K +476 +17%
BA
465
Bridgewater Advisors
New York
$463K -$9.87K -68 -2%
GA
466
Gateway Advisory
New Jersey
$459K -$52.2K -360 -10%
WFA
467
Websterrogers Financial Advisors
South Carolina
$458K -$14.8K -102 -3%
Swedbank
468
Swedbank
Sweden
$457K -$766K -5,280 -62%
TPCW
469
TD Private Client Wealth
New York
$450K -$34.8K -240 -7%
Wellington Management Group
470
Wellington Management Group
Massachusetts
$445K -$59.5K -410 -12%
CSS
471
Cubist Systematic Strategies
Connecticut
$442K +$18.9K +130 +4%
ATC
472
Argent Trust Co
Tennessee
$431K +$871 +6 +0.2%
PFO
473
Pathstone Family Office
New Jersey
$424K +$159K +1,094 +58%
BFS
474
Bradley Foster & Sargent
Connecticut
$412K -$8.85K -61 -2%
BFA
475
Beaumont Financial Advisors
Massachusetts
$411K -$22.2K -153 -5%