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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
476
Fiduciary Trust
Massachusetts
$651K +$26.6K +150 +4%
CIP
477
Convergence Investment Partners
Florida
$650K +$643K +3,628 New
AI
478
Accredited Investors
Minnesota
$639K – – –
NP
479
Nilsine Partners
Colorado
$621K -$15.4K -87 -2%
DAC
480
Dividend Assets Capital
South Carolina
$617K -$177K -999 -22%
DFG
481
Delta Financial Group
New Jersey
$590K +$11.5K +65 +2%
ONB
482
Old National Bancorp
Indiana
$590K -$177 -1 -0%
MFG
483
Menard Financial Group
Texas
$584K +$273K +1,542 +90%
DBRC
484
D.B. Root & Company
Pennsylvania
$582K – – –
MWM
485
Mission Wealth Management
California
$581K -$23.9K -135 -4%
GA
486
Gateway Advisory
New Jersey
$577K – – –
KCFA
487
Key Client Fiduciary Advisors
New Jersey
$576K -$7.26K -41 -1%
WFA
488
Websterrogers Financial Advisors
South Carolina
$575K – – –
MMPW
489
Mitchell McLeod Pugh & Williams
Alabama
$574K – – –
PTP
490
Platform Technology Partners
New York
$567K – – –
BCV
491
Banque Cantonale Vaudoise
Switzerland
$560K -$479K -2,704 -46%
SIA
492
SeaBridge Investment Advisors
New Jersey
$558K +$552K +3,114 New
IC
493
IEQ Capital
California
$557K +$74.6K +421 +16%
QCM
494
QRG Capital Management
Illinois
$556K +$550K +3,105 New
LNC
495
Lincoln National Corp
Pennsylvania
$547K -$531 -3 -0.1%
SWK
496
Stephen W. Kidder
$546K – – –
SIC
497
Samalin Investment Counsel
New York
$542K -$44.8K -253 -8%
TMAM
498
Tokio Marine Asset Management
Japan
$539K +$49.1K +277 +10%
ATPW
499
Ashton Thomas Private Wealth
Arizona
$534K +$112K +635 +27%
FB
500
Fulton Bank
Pennsylvania
$525K +$20K +113 +4%
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