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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
501
AssetMark Inc
California
$171K -$2.58K -26 -2%
IA
502
IFP Advisors
Florida
$157K
RCAG
503
Rehmann Capital Advisory Group
Michigan
$156K +$141K +1,419 New
QI
504
QS Investors
New York
$154K -$129K -1,300 -48%
GFP
505
Gryphon Financial Partners
Ohio
$150K -$8.44K -85 -6%
FDCDDQ
506
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140K +$124K +1,252 +5,008%
TCOV
507
Trust Company of Vermont
Vermont
$139K
LJHT
508
Laurie J. Hall Trustee
$137K -$3.67K -37 -3%
RFC
509
Regions Financial Corp
Alabama
$133K -$20.3K -204 -14%
CB
510
Community Bank
New York
$127K
QCG
511
Quadrant Capital Group
Ohio
$125K
BWM
512
Baystate Wealth Management
Massachusetts
$117K +$106K +1,069 New
CF
513
Centaurus Financial
California
$116K +$105K +1,055 New
IIC
514
Integrated Investment Consultants
Michigan
$112K +$102K +1,025 New
EMG
515
ETF Managers Group
New Jersey
$111K +$12.7K +128 +14%
OMCS
516
Old Mutual Customised Solutions
South Africa
$99K
WOC
517
West Oak Capital
California
$98.7K
WB
518
Webster Bank
Connecticut
$95K +$3.97K +40 +5%
EA
519
Edge Advisors
Georgia
$90K
CAW
520
Cornerstone Advisors (Washington)
Washington
$89K +$1.79K +18 +2%
YWP
521
YorkBridge Wealth Partners
New York
$86K
TFA
522
Toth Financial Advisory
Virginia
$84K
PCP
523
Proficio Capital Partners
Massachusetts
$83K -$9.73K -98 -11%
TF
524
Tompkins Financial
New York
$82K +$51.1K +515 +224%
MA
525
MUFG Americas
New York
$77K -$31.1K -313 -31%