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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Mission Wealth Management
526
Mission Wealth Management
California
$325K +$27.9K +220 +10%
HPC
527
Hobart Private Capital
North Carolina
$319K +$39.1K +308 +15%
GIA
528
Granite Investment Advisors
New Hampshire
$317K – – –
EMG
529
Ellington Management Group
Connecticut
$317K +$305K +2,400 New
IIC
530
Ironwood Investment Counsel
Arizona
$315K -$73K -575 -10%
AP
531
Advisors Preferred
Maryland
$312K -$602K -4,744 -67%
Cerity Partners
532
Cerity Partners
New York
$307K -$323K -2,548 -52%
CPA
533
Court Place Advisors
Maryland
$306K – – –
PWLP
534
Prio Wealth Limited Partnership
Massachusetts
$306K – – –
ZWJ Investment Counsel
535
ZWJ Investment Counsel
Georgia
$304K – – –
Wealthspire Advisors (Maryland)
536
Wealthspire Advisors (Maryland)
Maryland
$302K -$74K -583 -20%
AR
537
Advisory Research
Illinois
$298K -$196K -1,546 -41%
Inspire Investing
538
Inspire Investing
Idaho
$298K +$286K +2,257 New
SWM
539
Segment Wealth Management
Texas
$296K -$65.6K -517 -19%
PWAG
540
Polaris Wealth Advisory Group
California
$294K +$283K +2,227 New
KRSITF
541
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$290K -$3.05K -24 -1%
MIM
542
Marco Investment Management
Georgia
$279K +$3.05K +24 +1%
IFS
543
Ifrah Financial Services
Arkansas
$278K -$138K -1,089 -34%
MAP
544
Moody Aldrich Partners
Massachusetts
$278K -$17.1K -135 -6%
ZCA
545
Zeke Capital Advisors
Pennsylvania
$277K +$266K +2,097 New
VFA
546
Voya Financial Advisors
Connecticut
$275K -$13.1K -103 -5%
Smithfield Trust
547
Smithfield Trust
Pennsylvania
$273K -$4.19K -33 -2%
Migdal Insurance & Financial Holdings
548
Migdal Insurance & Financial Holdings
Israel
$272K +$178K +1,405 +215%
Evercore Wealth Management
549
Evercore Wealth Management
New York
$271K – – –
Fiduciary Trust
550
Fiduciary Trust
Massachusetts
$270K +$1.52K +12 +0.6%