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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$216K -$2.71K -24 -1%
BHWM
527
Bar Harbor Wealth Management
New Hampshire
$214K -$37.7K -334 -15%
W
528
Wealthfront
California
$213K -$4.85K -43 -2%
DC
529
Davenport & Co
Virginia
$212K +$208K +1,844 New
SM
530
Sciencast Management
New Jersey
$210K +$200K +1,771 New
IA
531
IFG Advisory
Georgia
$209K +$206K +1,824 New
LS
532
Livforsakringsbolaget Skandia
Sweden
$207K – – –
EDRH
533
Edmond de Rothschild Holding
Switzerland
$201K +$197K +1,743 New
NG
534
Northstar Group
New York
$200K +$195K +1,732 New
AIM
535
Arcadia Investment Management
Michigan
$184K – – –
IA
536
IFP Advisors
Florida
$183K -$15.9K -141 -8%
PCG
537
Private Capital Group
Connecticut
$179K -$25.3K -224 -13%
RFC
538
Regions Financial Corp
Alabama
$175K +$34.1K +302 +25%
CF
539
Centaurus Financial
California
$154K +$32.4K +287 +27%
PIA
540
Piedmont Investment Advisors
North Carolina
$154K +$151K +1,335 New
GFP
541
Gryphon Financial Partners
Ohio
$151K -$5.64K -50 -4%
RCAG
542
Rehmann Capital Advisory Group
Michigan
$148K -$14.7K -130 -9%
PG
543
PEAK6 Group
Illinois
$145K -$127K -1,129 -47%
TCOV
544
Trust Company of Vermont
Vermont
$145K -$1.92K -17 -1%
LJHT
545
Laurie J. Hall Trustee
$144K – – –
STA
546
Summit Trail Advisors
New York
$135K +$131K +1,165 New
CB
547
Community Bank
New York
$133K – – –
S
548
SignatureFD
Georgia
$128K +$63.4K +562 +102%
QCG
549
Quadrant Capital Group
Ohio
$126K – – –
BWM
550
Baystate Wealth Management
Massachusetts
$126K +$339 +3 +0.3%
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