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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
501
Polaris Wealth Advisory Group
California
$422K
MMPW
502
Mitchell McLeod Pugh & Williams
Alabama
$411K -$6.5K -44 -2%
WA
503
WealthTrust Axiom
Pennsylvania
$410K
P
504
Pitcairn
Pennsylvania
$407K -$543K -3,679 -58%
RMC
505
Resources Management Corp
Connecticut
$406K +$148 +1 +0%
FNBT
506
FineMark National Bank & Trust
Florida
$404K +$2.51K +17 +0.6%
PMFA
507
Plante Moran Financial Advisors
Michigan
$401K
HWA
508
Heritage Wealth Advisors
Virginia
$399K
ECM
509
Everence Capital Management
Indiana
$397K
VAS
510
Vestmark Advisory Solutions
Massachusetts
$390K -$104K -705 -22%
EGM
511
Engineers Gate Manager
New York
$383K -$1.29M -8,769 -78%
CBT
512
Capital Bank & Trust
California
$383K
Bessemer Group
513
Bessemer Group
New Jersey
$379K -$6.35K -43 -2%
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$371K -$23.6K -160 -6%
CPA
515
Court Place Advisors
Maryland
$371K +$16.1K +109 +5%
NGA
516
Naples Global Advisors
Florida
$368K
IEFM
517
IQ EQ Fund Management
Ireland
$358K +$346K +2,340 New
HCM
518
Hilton Capital Management
New York
$357K +$21.6K +146 +7%
BB
519
Busey Bank
Illinois
$354K +$8.56K +58 +3%
DDC
520
DF Dent & Co
Maryland
$354K +$13.7K +93 +4%
FC
521
FORA Capital
Florida
$353K +$16.2K +110 +5%
BAIA
522
Bel Air Investment Advisors
California
$353K +$340K +2,304 New
AA
523
ALPS Advisors
Colorado
$352K +$53.9K +365 +19%
Vontobel Holding
524
Vontobel Holding
Switzerland
$349K -$47K -318 -12%
MWM
525
Mission Wealth Management
California
$348K -$738 -5 -0.2%