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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
476
AssetMark Inc
California
$143K +$110K +1,264 +397%
CAPTRUST Financial Advisors
477
CAPTRUST Financial Advisors
North Carolina
$133K +$127K +1,460 New
GFP
478
Gryphon Financial Partners
Ohio
$131K +$126K +1,448 New
RFC
479
Regions Financial Corp
Alabama
$128K +$124K +1,420 New
PHK
480
Point72 Hong Kong
Hong Kong
$121K +$80.1K +918 +219%
LJHT
481
Laurie J. Hall Trustee
$117K
TCOV
482
Trust Company of Vermont
Vermont
$115K
CB
483
Community Bank
New York
$105K +$24.6K +282 +32%
QCG
484
Quadrant Capital Group
Ohio
$99K +$873 +10 +0.9%
MA
485
MUFG Americas
New York
$92K +$27.3K +313 +45%
OSAM
486
O'Shaughnessy Asset Management
Connecticut
$87K +$84.2K +965 New
OMCS
487
Old Mutual Customised Solutions
South Africa
$82K
EMG
488
ETF Managers Group
New Jersey
$82K +$11.2K +128 +16%
WOC
489
West Oak Capital
California
$81.5K +$8.72K +100 +13%
PCP
490
Proficio Capital Partners
Massachusetts
$78K +$611 +7 +0.8%
WB
491
Webster Bank
Connecticut
$75K
EA
492
Edge Advisors
Georgia
$74K
YWP
493
YorkBridge Wealth Partners
New York
$72K
CAW
494
Cornerstone Advisors (Washington)
Washington
$72K +$7.85K +90 +13%
DCM
495
Delpha Capital Management
New York
$72K +$69.7K +799 New
IUHSA
496
Itau Unibanco Holding S.A.
Brazil
$71K -$74K -848 -52%
TFA
497
Toth Financial Advisory
Virginia
$70K +$67.2K +770 New
MAM
498
Meeder Asset Management
Ohio
$64K -$413K -4,735 -87%
HDIM
499
Hanson & Doremus Investment Management
Vermont
$63K
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$63K +$3.58K +41 +6%