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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$257K -$1.81K -15 -0.7%
OC
527
Oppenheimer & Co
New York
$256K -$96.1K -798 -28%
NA
528
NewEdge Advisors
Louisiana
$253K -$1.32K -11 -0.6%
PWMG
529
Prestige Wealth Management Group
New Jersey
$251K -$37.7K -313 -14%
AFG
530
Albion Financial Group
Utah
$249K +$235K +1,948 New
BBHC
531
Brown Brothers Harriman & Co
New York
$248K -$69.7K -579 -23%
CMANY
532
Capital Management Associates (New York)
New York
$246K -$144K -1,200 -38%
KeyBank National Association
533
KeyBank National Association
Ohio
$236K +$223K +1,849 New
BHWM
534
Bar Harbor Wealth Management
New Hampshire
$233K +$219K +1,822 New
PA
535
Parallel Advisors
California
$230K +$35.5K +295 +20%
MIM
536
Marco Investment Management
Georgia
$230K +$217K +1,800 New
IRF
537
IBM Retirement Fund
New York
$229K +$216K +1,795 New
EMG
538
ETF Managers Group
New Jersey
$227K +$54.3K +451 +34%
MFG
539
Magnus Financial Group
New York
$221K +$208K +1,728 New
FCBT
540
First Citizens Bank & Trust
North Carolina
$220K -$1.58M -13,083 -88%
CC
541
ClearArc Capital
Ohio
$220K +$207K +1,721 New
CRC
542
Curi RMB Capital
Illinois
$217K +$205K +1,700 New
OWD
543
Osborn Williams & Donohoe
Ohio
$215K -$6.02K -50 -3%
TCM
544
Teza Capital Management
Illinois
$215K +$202K +1,681 New
IIC
545
Ironwood Investment Counsel
Arizona
$213K +$24.1K +200 +4%
FPS
546
Fieldpoint Private Securities
Connecticut
$211K +$199K +1,656 New
AIM
547
Arcadia Investment Management
Michigan
$204K
MERSOM
548
Municipal Employees' Retirement System of Michigan
Michigan
$204K +$3.61K +30 +2%
Northwestern Mutual Wealth Management
549
Northwestern Mutual Wealth Management
Wisconsin
$204K +$5.3K +44 +3%
LS
550
Livforsakringsbolaget Skandia
Sweden
$204K +$72.2K +600 +60%