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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
501
Freedom Investment Management
Connecticut
$306K +$289K +2,398 New
AAM
502
Aureus Asset Management
Massachusetts
$304K
CPA
503
Court Place Advisors
Maryland
$296K
PWLP
504
Prio Wealth Limited Partnership
Massachusetts
$296K
ZIC
505
ZWJ Investment Counsel
Georgia
$294K
FAM
506
Fred Alger Management
New York
$294K +$255K +2,119 +1,145%
FNBT
507
FineMark National Bank & Trust
Florida
$294K +$277K +2,300 New
MWM
508
Mission Wealth Management
California
$291K -$22.6K -188 -8%
PA
509
Profund Advisors
Maryland
$291K -$6.62K -55 -2%
FRM
510
Fox Run Management
Connecticut
$291K +$1.93K +16 +0.7%
HCM
511
Hudson Capital Management
New Jersey
$288K +$272K +2,256 New
PWAG
512
Polaris Wealth Advisory Group
California
$288K
SWM
513
Segment Wealth Management
Texas
$287K
AMIM
514
Aull & Monroe Investment Management
Alabama
$286K -$17.3K -144 -6%
Neuberger Berman Group
515
Neuberger Berman Group
New York
$283K +$9.27K +77 +4%
AIA
516
Avalon Investment & Advisory
Texas
$273K -$9.51K -79 -4%
BCM
517
BBT Capital Management
Texas
$271K +$256K +2,124 New
BBNA
518
Bremer Bank National Association
Minnesota
$268K -$11.6K -96 -4%
VFA
519
Voya Financial Advisors
Connecticut
$267K +$1.69K +14 +0.7%
IFS
520
Ifrah Financial Services
Arkansas
$264K -$2.41K -20 -1%
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$263K
AWA
522
Arete Wealth Advisors
Illinois
$263K +$10.4K +86 +4%
AIP
523
Ameritas Investment Partners
Nebraska
$262K
DCM
524
Donaldson Capital Management
Indiana
$260K +$245K +2,037 New
SIA
525
Strategic Investment Advisors
Michigan
$258K +$247K +2,052 New