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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
501
Financial Architects (New Jersey)
New Jersey
$503K -$81.4K -463 -14%
SPC
502
Sigma Planning Corp
Michigan
$496K +$38.7K +220 +9%
PWAG
503
Polaris Wealth Advisory Group
California
$495K
Walleye Trading
504
Walleye Trading
New York
$494K +$475K +2,702 New
MMPW
505
Mitchell McLeod Pugh & Williams
Alabama
$491K
WA
506
WealthTrust Axiom
Pennsylvania
$490K
CI
507
Cigna Investments
Connecticut
$486K -$181K -1,029 -28%
AAS
508
Avantax Advisory Services
Texas
$481K +$98.8K +562 +27%
CTC
509
Central Trust Company
Missouri
$479K -$13.2K -75 -3%
BFS
510
Bradley Foster & Sargent
Connecticut
$478K +$52.6K +299 +13%
P
511
Pitcairn
Pennsylvania
$477K
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$477K +$31.6K +180 +7%
ECM
513
Everence Capital Management
Indiana
$475K
VAS
514
Vestmark Advisory Solutions
Massachusetts
$470K -$12.1K -69 -3%
IC
515
IEQ Capital
California
$468K +$103K +585 +30%
RMC
516
Resources Management Corp
Connecticut
$467K -$17.6K -100 -4%
AC
517
Avestar Capital
New York
$466K +$31.5K +179 +8%
RIM
518
Redpoint Investment Management
Australia
$463K
CT
519
Chicago Trust
Illinois
$462K +$47.8K +272 +12%
BIA
520
Benchmark Investment Advisors
Illinois
$456K +$438K +2,493 New
QC
521
Quent Capital
New York
$456K +$438K +2,493 New
PWMG
522
Prestige Wealth Management Group
New Jersey
$453K +$1.58K +9 +0.4%
BF
523
BOK Financial
Oklahoma
$445K +$96.7K +550 +29%
CPA
524
Court Place Advisors
Maryland
$444K
PMFA
525
Plante Moran Financial Advisors
Michigan
$443K -$35K -199 -8%