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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
501
World Asset Management
Michigan
$451K -$13.7K -86 -3%
QCG
502
Quadrant Capital Group
Ohio
$450K -$15K -94 -3%
FA
503
FDx Advisors
Illinois
$447K +$443K +2,769 New
NGA
504
Naples Global Advisors
Florida
$446K +$56.7K +355 +15%
PWAG
505
Polaris Wealth Advisory Group
California
$441K
MMPW
506
Mitchell McLeod Pugh & Williams
Alabama
$434K
WA
507
WealthTrust Axiom
Pennsylvania
$433K
FNBT
508
FineMark National Bank & Trust
Florida
$432K +$5.43K +34 +1%
RMC
509
Resources Management Corp
Connecticut
$429K
VAS
510
Vestmark Advisory Solutions
Massachusetts
$426K +$14.7K +92 +4%
PMFA
511
Plante Moran Financial Advisors
Michigan
$423K
P
512
Pitcairn
Pennsylvania
$422K -$7.35K -46 -2%
Nomura Holdings
513
Nomura Holdings
Japan
$422K +$417K +2,612 New
AP
514
Advisors Preferred
Maryland
$421K -$54.7K -342 -12%
HWA
515
Heritage Wealth Advisors
Virginia
$421K
CTC
516
Central Trust Company
Missouri
$419K -$80.1K -501 -16%
ECM
517
Everence Capital Management
Indiana
$419K
VI
518
Versor Investments
New York
$408K -$156K -976 -28%
OPPTF
519
OPSEU Pension Plan Trust Fund
Ontario, Canada
$399K -$307K -1,923 -44%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$399K +$7.51K +47 +2%
DDC
521
DF Dent & Co
Maryland
$399K +$25.3K +158 +7%
CT
522
Cambridge Trust
Massachusetts
$393K -$143K -896 -27%
CPA
523
Court Place Advisors
Maryland
$392K
HCM
524
Hilton Capital Management
New York
$382K +$4.96K +31 +1%
MWM
525
Mission Wealth Management
California
$382K +$14.5K +91 +4%