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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
501
Lido Advisors
California
$372K +$90.7K +634 +33%
Wealth Enhancement Advisory Services
502
Wealth Enhancement Advisory Services
Minnesota
$372K +$363K +2,535 New
PWMG
503
Prestige Wealth Management Group
New Jersey
$367K +$2K +14 +0.6%
AC
504
AXQ Capital
New Jersey
$366K +$358K +2,500 New
Clark Capital Management Group
505
Clark Capital Management Group
Pennsylvania
$364K +$356K +2,486 New
Laird Norton Wetherby Wealth Management
506
Laird Norton Wetherby Wealth Management
California
$364K +$7.58K +53 +2%
VFA
507
Voya Financial Advisors
Connecticut
$360K +$13K +91 +4%
Verition Fund Management
508
Verition Fund Management
Connecticut
$359K +$111K +774 +46%
CPA
509
Court Place Advisors
Maryland
$356K – – –
Citizens Financial Group
510
Citizens Financial Group
Rhode Island
$345K +$336K +2,345 New
CT
511
Cambridge Trust
Massachusetts
$345K – – –
Man Group
512
Man Group
United Kingdom
$344K -$1.31M -9,151 Closed
ATC
513
Argent Trust Co
Tennessee
$342K – – –
ALPS Advisors
514
ALPS Advisors
Colorado
$337K +$329K +2,300 New
Stock Yards Bank & Trust
515
Stock Yards Bank & Trust
Kentucky
$337K – – –
Tokio Marine Asset Management
516
Tokio Marine Asset Management
Japan
$337K +$43.8K +306 +15%
WA
517
Wealth Alliance
New York
$337K +$60.5K +423 +23%
AC
518
Avestar Capital
New York
$335K -$21.6K -151 -6%
IAIM
519
Industrial Alliance Investment Management
Quebec, Canada
$333K +$226K +1,578 +228%
Heritage Wealth Advisors
520
Heritage Wealth Advisors
Virginia
$331K -$2K -14 -0.6%
Americana Partners
521
Americana Partners
Texas
$330K – – –
FNA
522
First National Advisers
Nebraska
$329K +$1.86K +13 +0.6%
SIA
523
Schear Investment Advisers
Ohio
$329K -$6.15K -43 -2%
SWM
524
Segment Wealth Management
Texas
$329K – – –
FA
525
FDx Advisors
Illinois
$328K – – –