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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
Wealth Alliance
New York
$485K +$175K +1,092 +57%
WSCM
502
Wellington Shields Capital Management
New York
$482K – – –
BFA
503
Beaumont Financial Advisors
Massachusetts
$467K – – –
FP
504
Fiduciary Planning
Florida
$459K +$454K +2,843 New
WAM
505
World Asset Management
Michigan
$451K -$13.7K -86 -3%
QCG
506
Quadrant Capital Group
Ohio
$450K -$15K -94 -3%
FA
507
FDx Advisors
Illinois
$447K +$443K +2,769 New
NGA
508
Naples Global Advisors
Florida
$446K +$56.7K +355 +15%
PWAG
509
Polaris Wealth Advisory Group
California
$441K – – –
MMPW
510
Mitchell McLeod Pugh & Williams
Alabama
$434K – – –
WA
511
WealthTrust Axiom
Pennsylvania
$433K – – –
FNBT
512
FineMark National Bank & Trust
Florida
$432K +$5.43K +34 +1%
RMC
513
Resources Management Corp
Connecticut
$429K – – –
VAS
514
Vestmark Advisory Solutions
Massachusetts
$426K +$14.7K +92 +4%
PMFA
515
Plante Moran Financial Advisors
Michigan
$423K – – –
P
516
Pitcairn
Pennsylvania
$422K -$7.35K -46 -2%
Nomura Holdings
517
Nomura Holdings
Japan
$422K +$417K +2,612 New
AP
518
Advisors Preferred
Maryland
$421K -$54.7K -342 -12%
HWA
519
Heritage Wealth Advisors
Virginia
$421K – – –
CTC
520
Central Trust Company
Missouri
$419K -$80.1K -501 -16%
ECM
521
Everence Capital Management
Indiana
$419K – – –
BBHC
522
Brown Brothers Harriman & Co
New York
$409K +$271K +1,695 +202%
VI
523
Versor Investments
New York
$408K -$156K -976 -28%
OPPTF
524
OPSEU Pension Plan Trust Fund
Ontario, Canada
$399K -$307K -1,923 -44%
LNWWM
525
Laird Norton Wetherby Wealth Management
California
$399K +$7.51K +47 +2%