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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
501
Prestige Wealth Management Group
New Jersey
$367K +$2K +14 +0.6%
AC
502
AXQ Capital
New Jersey
$366K +$358K +2,500 New
CCMG
503
Clark Capital Management Group
Pennsylvania
$364K +$356K +2,486 New
LNWWM
504
Laird Norton Wetherby Wealth Management
California
$364K +$7.58K +53 +2%
VFA
505
Voya Financial Advisors
Connecticut
$360K +$13K +91 +4%
Verition Fund Management
506
Verition Fund Management
Connecticut
$359K +$111K +774 +46%
CPA
507
Court Place Advisors
Maryland
$356K
CFG
508
Citizens Financial Group
Rhode Island
$345K +$336K +2,345 New
CT
509
Cambridge Trust
Massachusetts
$345K
Man Group
510
Man Group
United Kingdom
$344K -$1.31M -9,151 Closed
ATC
511
Argent Trust Co
Tennessee
$342K
AA
512
ALPS Advisors
Colorado
$337K +$329K +2,300 New
SYBT
513
Stock Yards Bank & Trust
Kentucky
$337K
TMAM
514
Tokio Marine Asset Management
Japan
$337K +$43.8K +306 +15%
WA
515
Wealth Alliance
New York
$337K +$60.5K +423 +23%
AC
516
Avestar Capital
New York
$335K -$21.6K -151 -6%
IAIM
517
Industrial Alliance Investment Management
Quebec, Canada
$333K +$226K +1,578 +228%
HWA
518
Heritage Wealth Advisors
Virginia
$331K -$2K -14 -0.6%
AP
519
Americana Partners
Texas
$330K
FNA
520
First National Advisers
Nebraska
$329K +$1.86K +13 +0.6%
SIA
521
Schear Investment Advisers
Ohio
$329K -$6.15K -43 -2%
SWM
522
Segment Wealth Management
Texas
$329K
FA
523
FDx Advisors
Illinois
$328K
SBH
524
Segall Bryant & Hamill
Illinois
$323K +$21.8K +152 +7%
PMFA
525
Plante Moran Financial Advisors
Michigan
$321K -$143 -1 -0%