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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
501
Mid Atlantic Financial Management
Pennsylvania
$306K -$46.5K -386 -14%
SAM
502
Sompo Asset Management
Japan
$306K +$50.6K +420 +21%
FIM
503
Freedom Investment Management
Connecticut
$306K +$289K +2,398 New
AAM
504
Aureus Asset Management
Massachusetts
$304K – – –
CPA
505
Court Place Advisors
Maryland
$296K – – –
PWLP
506
Prio Wealth Limited Partnership
Massachusetts
$296K – – –
ZIC
507
ZWJ Investment Counsel
Georgia
$294K – – –
FAM
508
Fred Alger Management
New York
$294K +$255K +2,119 +1,145%
FNBT
509
FineMark National Bank & Trust
Florida
$294K +$277K +2,300 New
MWM
510
Mission Wealth Management
California
$291K -$22.6K -188 -8%
PA
511
Profund Advisors
Maryland
$291K -$6.62K -55 -2%
FRM
512
Fox Run Management
Connecticut
$291K +$1.93K +16 +0.7%
HCM
513
Hudson Capital Management
New Jersey
$288K +$272K +2,256 New
PWAG
514
Polaris Wealth Advisory Group
California
$288K – – –
SWM
515
Segment Wealth Management
Texas
$287K – – –
AMIM
516
Aull & Monroe Investment Management
Alabama
$286K -$17.3K -144 -6%
Neuberger Berman Group
517
Neuberger Berman Group
New York
$283K +$9.27K +77 +4%
AIA
518
Avalon Investment & Advisory
Texas
$273K -$9.51K -79 -4%
BCM
519
BBT Capital Management
Texas
$271K +$256K +2,124 New
BBNA
520
Bremer Bank National Association
Minnesota
$268K -$11.6K -96 -4%
VFA
521
Voya Financial Advisors
Connecticut
$267K +$1.69K +14 +0.7%
IFS
522
Ifrah Financial Services
Arkansas
$264K -$2.41K -20 -1%
Carson Wealth (CWM LLC)
523
Carson Wealth (CWM LLC)
Nebraska
$263K – – –
AWA
524
Arete Wealth Advisors
Illinois
$263K +$10.4K +86 +4%
AIP
525
Ameritas Investment Partners
Nebraska
$262K – – –