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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
501
Quantres Asset Management
Cayman Islands
$241K -$346K -3,200 -56%
CBT
502
Capital Bank & Trust
California
$241K – – –
EAM
503
Eukles Asset Management
Ohio
$241K +$271K +2,502 New
MWM
504
Mission Wealth Management
California
$237K +$108 +1 +0%
GCMG
505
Gyroscope Capital Management Group
Florida
$235K +$264K +2,442 New
WA
506
Wambolt & Associates
Colorado
$235K +$264K +2,442 New
HPC
507
Hobart Private Capital
North Carolina
$234K +$2.06K +19 +0.8%
IIC
508
Ironwood Investment Counsel
Arizona
$233K -$63.8K -589 -12%
PWLP
509
Prio Wealth Limited Partnership
Massachusetts
$230K +$7.47K +69 +3%
AAM
510
Aureus Asset Management
Massachusetts
$229K -$21.7K -200 -8%
PHAM
511
Palisades Hudson Asset Management
Florida
$226K -$70.7K -653 -22%
SS
512
Simplicity Solutions
Minnesota
$223K -$336K -3,100 -57%
CPA
513
Court Place Advisors
Maryland
$223K – – –
ZIC
514
ZWJ Investment Counsel
Georgia
$222K – – –
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$222K +$12.1K +112 +5%
PWMG
516
Prestige Wealth Management Group
New Jersey
$221K +$249K +2,295 New
Cerity Partners
517
Cerity Partners
New York
$217K -$7.9K -73 -3%
SWM
518
Segment Wealth Management
Texas
$216K – – –
GCA
519
Gideon Capital Advisors
New York
$215K -$955K -8,822 -80%
TAM
520
Tiverton Asset Management
Delaware
$215K +$36.5K +337 +18%
RMC
521
Resources Management Corp
Connecticut
$214K -$54.1K -500 -18%
PWAG
522
Polaris Wealth Advisory Group
California
$214K – – –
OC
523
Oppenheimer & Co
New York
$214K +$241K +2,223 New
CM
524
Castleark Management
Illinois
$213K -$228K -2,110 -49%
AWM
525
AE Wealth Management
Kansas
$209K -$184K -1,700 -44%