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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
526
Polaris Wealth Advisory Group
California
$288K
PWLP
527
Prio Wealth Limited Partnership
Massachusetts
$287K
CPA
528
Court Place Advisors
Maryland
$286K
ZIC
529
ZWJ Investment Counsel
Georgia
$284K
BCA
530
Bay Colony Advisors
Massachusetts
$283K +$261K +2,138 New
MWM
531
Mission Wealth Management
California
$281K -$734 -6 -0.3%
HCM
532
Hudson Capital Management
New Jersey
$279K
TA
533
Tiedemann Advisors
New York
$279K +$275K +2,245 New
BB
534
Busey Bank
Illinois
$278K +$19.2K +157 +7%
AWM
535
AE Wealth Management
Kansas
$278K +$42.4K +347 +18%
SWM
536
Segment Wealth Management
Texas
$277K
PA
537
Profund Advisors
Maryland
$276K +$25.2K +206 +10%
Pacer Advisors
538
Pacer Advisors
Pennsylvania
$272K -$1.22M -9,948 -82%
TCBWMS
539
Texas Capital Bank Wealth Management Services
Texas
$272K +$269K +2,198 New
AWM
540
Aberdeen Wealth Management
Illinois
$271K +$268K +2,194 New
AMIM
541
Aull & Monroe Investment Management
Alabama
$268K -$122 -1 -0%
BBHC
542
Brown Brothers Harriman & Co
New York
$265K +$24.5K +200 +10%
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$263K
Wellington Management Group
544
Wellington Management Group
Massachusetts
$263K +$260K +2,128 New
AWA
545
Arete Wealth Advisors
Illinois
$261K -$7.7K -63 -3%
OR
546
Olympiad Research
Connecticut
$261K +$259K +2,115 New
EWM
547
Evercore Wealth Management
New York
$257K -$62.1K -508 -20%
PP
548
Paloma Partners
Connecticut
$252K -$2.29M -18,714 -90%
IFS
549
Ifrah Financial Services
Arkansas
$251K -$3.18K -26 -1%
AFG
550
Albion Financial Group
Utah
$251K +$10.4K +85 +4%