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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Mission Wealth Management
501
Mission Wealth Management
California
$284K +$773 +6 +0.3%
Donaldson Capital Management
502
Donaldson Capital Management
Indiana
$283K +$30.8K +239 +12%
HCM
503
Hudson Capital Management
New Jersey
$281K – – –
SWM
504
Segment Wealth Management
Texas
$279K – – –
WA
505
Wheatland Advisors
Pennsylvania
$278K -$54.7K -425 -16%
Harel Insurance Investments & Financial Services
506
Harel Insurance Investments & Financial Services
Israel
$277K +$287K +2,226 New
PHK
507
Point72 Hong Kong
Hong Kong
$275K -$385K -2,991 -57%
CG
508
Cutler Group
California
$273K +$283K +2,199 New
PWAG
509
Polaris Wealth Advisory Group
California
$271K – – –
AWA
510
Arete Wealth Advisors
Illinois
$271K +$15.5K +120 +6%
AMIM
511
Aull & Monroe Investment Management
Alabama
$269K -$9.66K -75 -3%
Verition Fund Management
512
Verition Fund Management
Connecticut
$266K -$758K -5,885 -73%
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$263K – – –
MA
514
MANA Advisors
New York
$262K +$271K +2,102 New
Busey Bank
515
Busey Bank
Illinois
$261K +$270K +2,100 New
Laird Norton Wetherby Wealth Management
516
Laird Norton Wetherby Wealth Management
California
$257K +$7.21K +56 +3%
IFS
517
Ifrah Financial Services
Arkansas
$256K -$1.03K -8 -0.4%
Profund Advisors
518
Profund Advisors
Maryland
$253K -$32.2K -250 -11%
PWMG
519
Prestige Wealth Management Group
New Jersey
$245K – – –
Magnetar Financial
520
Magnetar Financial
Illinois
$245K +$254K +1,971 New
BAM
521
Blueshift Asset Management
New Jersey
$244K -$1.68M -13,043 -87%
CT
522
Chicago Trust
Illinois
$243K +$251K +1,950 New
AFG
523
Albion Financial Group
Utah
$242K – – –
Brown Brothers Harriman & Co
524
Brown Brothers Harriman & Co
New York
$242K – – –
FineMark National Bank & Trust
525
FineMark National Bank & Trust
Florida
$240K -$48.3K -375 -16%