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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
526
Rampart Investment Management
Connecticut
$288K -$23.2K -190 -8%
PWAG
527
Polaris Wealth Advisory Group
California
$288K – – –
PWLP
528
Prio Wealth Limited Partnership
Massachusetts
$287K – – –
CPA
529
Court Place Advisors
Maryland
$286K – – –
ZIC
530
ZWJ Investment Counsel
Georgia
$284K – – –
BCA
531
Bay Colony Advisors
Massachusetts
$283K +$261K +2,138 New
MWM
532
Mission Wealth Management
California
$281K -$734 -6 -0.3%
HCM
533
Hudson Capital Management
New Jersey
$279K – – –
TA
534
Tiedemann Advisors
New York
$279K +$275K +2,245 New
BB
535
Busey Bank
Illinois
$278K +$19.2K +157 +7%
AWM
536
AE Wealth Management
Kansas
$278K +$42.4K +347 +18%
SWM
537
Segment Wealth Management
Texas
$277K – – –
PA
538
Profund Advisors
Maryland
$276K +$25.2K +206 +10%
Pacer Advisors
539
Pacer Advisors
Pennsylvania
$272K -$1.22M -9,948 -82%
TCBWMS
540
Texas Capital Bank Wealth Management Services
Texas
$272K +$269K +2,198 New
AWM
541
Aberdeen Wealth Management
Illinois
$271K +$268K +2,194 New
AMIM
542
Aull & Monroe Investment Management
Alabama
$268K -$122 -1 -0%
BBHC
543
Brown Brothers Harriman & Co
New York
$265K +$24.5K +200 +10%
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$263K – – –
Wellington Management Group
545
Wellington Management Group
Massachusetts
$263K +$260K +2,128 New
AWA
546
Arete Wealth Advisors
Illinois
$261K -$7.7K -63 -3%
OR
547
Olympiad Research
Connecticut
$261K +$259K +2,115 New
EWM
548
Evercore Wealth Management
New York
$257K -$62.1K -508 -20%
PP
549
Paloma Partners
Connecticut
$252K -$2.29M -18,714 -90%
IFS
550
Ifrah Financial Services
Arkansas
$251K -$3.18K -26 -1%