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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Gotham Asset Management
501
Gotham Asset Management
New York
$666K -$61.3K -309 -8%
OFG
502
OmniStar Financial Group
North Carolina
$666K -$7.54K -38 -1%
AFG
503
ABLE Financial Group
Arizona
$657K +$198 +1 +0%
SP
504
Symmetry Partners
Connecticut
$656K -$81.5K -411 -11%
DFG
505
Delta Financial Group
New Jersey
$656K +$6.55K +33 +1%
OneDigital Investment Advisors
506
OneDigital Investment Advisors
Kansas
$649K +$30.2K +152 +5%
Panagora Asset Management
507
Panagora Asset Management
Massachusetts
$645K -$1.3M -6,569 -67%
IEQ Capital
508
IEQ Capital
California
$642K +$17.1K +86 +3%
DBRC
509
D.B. Root & Company
Pennsylvania
$639K +$2.58K +13 +0.4%
PPC
510
Park Place Capital
Alabama
$631K +$356K +1,797 +128%
Fulton Bank
511
Fulton Bank
Pennsylvania
$630K +$6.94K +35 +1%
Mission Wealth Management
512
Mission Wealth Management
California
$630K -$595 -3 -0.1%
FRM
513
Fox Run Management
Connecticut
$628K -$835K -4,207 -57%
IEFM
514
IQ EQ Fund Management
Ireland
$628K -$56.7K -286 -8%
MMPW
515
Mitchell McLeod Pugh & Williams
Alabama
$628K -$3.97K -20 -0.6%
PTP
516
Platform Technology Partners
New York
$621K +$626K +3,154 New
Private Advisor Group
517
Private Advisor Group
New Jersey
$613K -$173K -872 -22%
Savant Capital
518
Savant Capital
Illinois
$613K +$189K +951 +44%
MWM
519
MorganRosel Wealth Management
Colorado
$612K -$205K -1,031 -25%
GA
520
Gateway Advisory
New Jersey
$608K -$15.9K -80 -3%
JCM
521
Jacobi Capital Management
Pennsylvania
$602K +$6.15K +31 +1%
SWK
522
Stephen W. Kidder
$601K – – –
DAC
523
Dividend Assets Capital
South Carolina
$600K – – –
FWM
524
Forza Wealth Management
Florida
$591K – – –
CSPIA
525
Cary Street Partners Investment Advisory
Virginia
$590K +$9.52K +48 +2%