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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BG
476
Bellevue Group
Switzerland
$429K
First Manhattan
477
First Manhattan
New York
$419K
TW
478
TrinityPoint Wealth
Connecticut
$415K -$5.91K -51 -2%
MAFM
479
Mid Atlantic Financial Management
Pennsylvania
$412K -$10.9K -94 -3%
WAM
480
World Asset Management
Michigan
$411K -$189K -1,635 -33%
MMPW
481
Mitchell McLeod Pugh & Williams
Alabama
$407K -$11.6K -100 -3%
FANJ
482
Financial Architects (New Jersey)
New Jersey
$406K
QCG
483
Quadrant Capital Group
Ohio
$403K -$85.2K -736 -19%
DBRC
484
D.B. Root & Company
Pennsylvania
$403K
RIM
485
Redpoint Investment Management
Australia
$403K
RCA
486
Rowland Carmichael Advisors
Arizona
$401K
SB
487
Simmons Bank
Arkansas
$396K -$45.6K -394 -11%
WSCM
488
Wellington Shields Capital Management
New York
$389K
KFA
489
Krane Funds Advisors
New York
$378K +$347K +2,998 New
BFA
490
Beaumont Financial Advisors
Massachusetts
$373K -$2.32K -20 -0.7%
V
491
Veritable
Delaware
$372K -$18.9K -163 -5%
NA
492
NewEdge Advisors
Louisiana
$370K -$57.8K -499 -15%
ARMT
493
Amica Retiree Medical Trust
Rhode Island
$370K
PMFA
494
Plante Moran Financial Advisors
Michigan
$360K +$1.62K +14 +0.5%
KRSITF
495
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$356K -$75.4K -651 -19%
FIM
496
Freedom Investment Management
Connecticut
$356K -$55.7K -481 -15%
RC
497
RegentAtlantic Capital
New Jersey
$353K +$13.2K +114 +4%
BCA
498
Bay Colony Advisors
Massachusetts
$352K -$8.57K -74 -3%
PWAG
499
Polaris Wealth Advisory Group
California
$345K +$55.6K +480 +22%
AAM
500
AMI Asset Management
California
$344K -$46.7M -403,302 -99%