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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
501
Voya Financial Advisors
Connecticut
$444K +$4.43K +30 +1%
BFA
502
Beaumont Financial Advisors
Massachusetts
$443K +$443 +3 +0.1%
Quadrant Capital Group
503
Quadrant Capital Group
Ohio
$441K +$1.62K +11 +0.4%
Wealthfront Advisers
504
Wealthfront Advisers
California
$441K +$4.13K +28 +1%
Lazard Asset Management
505
Lazard Asset Management
New York
$422K -$11.4M -77,022 -97%
PWAG
506
Polaris Wealth Advisory Group
California
$422K – – –
MMPW
507
Mitchell McLeod Pugh & Williams
Alabama
$411K -$6.5K -44 -2%
WA
508
WealthTrust Axiom
Pennsylvania
$410K – – –
P
509
Pitcairn
Pennsylvania
$407K -$543K -3,679 -58%
RMC
510
Resources Management Corp
Connecticut
$406K +$148 +1 +0%
FineMark National Bank & Trust
511
FineMark National Bank & Trust
Florida
$404K +$2.51K +17 +0.6%
PMFA
512
Plante Moran Financial Advisors
Michigan
$401K – – –
Heritage Wealth Advisors
513
Heritage Wealth Advisors
Virginia
$399K – – –
ECM
514
Everence Capital Management
Indiana
$397K – – –
Vestmark Advisory Solutions
515
Vestmark Advisory Solutions
Massachusetts
$390K -$104K -705 -22%
Engineers Gate Manager
516
Engineers Gate Manager
New York
$383K -$1.29M -8,769 -78%
CBT
517
Capital Bank & Trust
California
$383K – – –
Bessemer Group
518
Bessemer Group
New Jersey
$379K -$6.35K -43 -2%
Laird Norton Wetherby Wealth Management
519
Laird Norton Wetherby Wealth Management
California
$371K -$23.6K -160 -6%
CPA
520
Court Place Advisors
Maryland
$371K +$16.1K +109 +5%
NGA
521
Naples Global Advisors
Florida
$368K – – –
IEFM
522
IQ EQ Fund Management
Ireland
$358K +$346K +2,340 New
HCM
523
Hilton Capital Management
New York
$357K +$21.6K +146 +7%
Busey Bank
524
Busey Bank
Illinois
$354K +$8.56K +58 +3%
DF Dent & Co
525
DF Dent & Co
Maryland
$354K +$13.7K +93 +4%