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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Texas Capital Bank Wealth Management Services
526
Texas Capital Bank Wealth Management Services
Texas
$219K +$12.8K +112 +5%
Naples Global Advisors
527
Naples Global Advisors
Florida
$219K +$50.2K +440 +24%
Prio Wealth Limited Partnership
528
Prio Wealth Limited Partnership
Massachusetts
$217K -$4.56K -40 -2%
Mission Wealth Management
529
Mission Wealth Management
California
$216K – – –
Busey Bank
530
Busey Bank
Illinois
$214K – – –
HCM
531
Hudson Capital Management
New Jersey
$214K – – –
Segment Wealth Management
532
Segment Wealth Management
Texas
$213K – – –
Polaris Wealth Advisory Group
533
Polaris Wealth Advisory Group
California
$211K – – –
Seven Eight Capital
534
Seven Eight Capital
New York
$209K -$867K -7,597 -78%
AWM
535
Aberdeen Wealth Management
Illinois
$208K – – –
Arete Wealth Advisors
536
Arete Wealth Advisors
Illinois
$206K +$6.73K +59 +3%
Brown Brothers Harriman & Co
537
Brown Brothers Harriman & Co
New York
$204K +$342 +3 +0.1%
American Century Companies
538
American Century Companies
Missouri
$202K +$242K +2,125 New
Parallel Advisors
539
Parallel Advisors
California
$199K +$29.1K +255 +14%
CG
540
Cutler Group
California
$199K +$183K +1,600 +321%
PWMG
541
Prestige Wealth Management Group
New Jersey
$194K +$7.53K +66 +3%
Ameritas Investment Partners
542
Ameritas Investment Partners
Nebraska
$183K – – –
Glenmede Trust
543
Glenmede Trust
Pennsylvania
$166K – – –
AssetMark Inc
544
AssetMark Inc
California
$165K +$16.8K +147 +9%
APWM
545
Atlas Private Wealth Management
New York
$160K +$170K +1,492 +746%
Municipal Employees' Retirement System of Michigan
546
Municipal Employees' Retirement System of Michigan
Michigan
$155K – – –
IFP Advisors
547
IFP Advisors
Florida
$155K +$30.8K +270 +20%
PVH
548
Psagot Value Holdings
Israel
$155K +$84.3K +739 +82%
AIM
549
Arcadia Investment Management
Michigan
$152K – – –
SMFS
550
Squar Milner Financial Services
California
$149K -$14K -123 -7%