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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Mission Wealth Management
California
$288K +$579 +5 +0.2%
BB
527
Busey Bank
Illinois
$285K
SWM
528
Segment Wealth Management
Texas
$283K
PVH
529
Psagot Value Holdings
Israel
$283K +$69.5K +600 +37%
CSS
530
Cubist Systematic Strategies
Connecticut
$282K -$1.22M -10,544 -83%
VLC
531
Van Leeuwen & Company
New Jersey
$282K +$259K +2,237 New
AWM
532
Aberdeen Wealth Management
Illinois
$277K
OR
533
Olympiad Research
Connecticut
$277K +$254K +2,194 New
Wellington Management Group
534
Wellington Management Group
Massachusetts
$275K -$40K -345 -14%
SCM
535
Spreng Capital Management
Ohio
$272K -$121K -1,041 -33%
HCM
536
Hudson Capital Management
New Jersey
$272K -$11.6K -100 -4%
PA
537
Parallel Advisors
California
$270K +$5.21K +45 +2%
IWC
538
Integrated Wealth Concepts
Massachusetts
$270K +$248K +2,143 New
IFS
539
Ifrah Financial Services
Arkansas
$267K +$245K +2,118 New
QI
540
QS Investors
New York
$266K -$81.1K -700 -25%
PWMG
541
Prestige Wealth Management Group
New Jersey
$264K +$4.98K +43 +2%
Carson Wealth (CWM LLC)
542
Carson Wealth (CWM LLC)
Nebraska
$263K
AMIM
543
Aull & Monroe Investment Management
Alabama
$260K +$239K +2,066 New
PA
544
Procyon Advisors
Connecticut
$258K -$42.3K -365 -15%
TCBWMS
545
Texas Capital Bank Wealth Management Services
Texas
$257K -$31.3K -270 -12%
EWM
546
Evercore Wealth Management
New York
$256K +$235K +2,027 New
RJT
547
Raymond James Trust
Florida
$251K -$236K -2,042 -51%
CT
548
Chicago Trust
Illinois
$246K +$226K +1,950 New
MC
549
Moors & Cabot
Massachusetts
$246K +$228K +1,966 New
AFG
550
Albion Financial Group
Utah
$245K +$224K +1,938 New