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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
FC
526
FORA Capital
Florida
$353K +$16.2K +110 +5%
BAIA
527
Bel Air Investment Advisors
California
$353K +$340K +2,304 New
AA
528
ALPS Advisors
Colorado
$352K +$53.9K +365 +19%
Vontobel Holding
529
Vontobel Holding
Switzerland
$349K -$47K -318 -12%
MWM
530
Mission Wealth Management
California
$348K -$738 -5 -0.2%
SWM
531
Segment Wealth Management
Texas
$344K
PVH
532
Psagot Value Holdings
Israel
$343K
AWM
533
Aberdeen Wealth Management
Illinois
$336K
Vanguard Personalized Indexing Management
534
Vanguard Personalized Indexing Management
California
$334K +$111K +751 +53%
Jane Street
535
Jane Street
New York
$332K -$903K -6,114 -74%
PWMG
536
Prestige Wealth Management Group
New Jersey
$332K
IFS
537
Ifrah Financial Services
Arkansas
$330K +$148 +1 +0%
TCBWMS
538
Texas Capital Bank Wealth Management Services
Texas
$325K +$5.91K +40 +2%
BUB
539
BBVA USA Bancshares
Texas
$323K -$26.9K -182 -8%
EWM
540
Evercore Wealth Management
New York
$317K -$5.76K -39 -2%
SPC
541
Sigma Planning Corp
Michigan
$316K +$90.5K +613 +42%
LAM
542
LifePro Asset Management
California
$312K
BCV
543
Banque Cantonale Vaudoise
Switzerland
$311K -$103K -700 -26%
CT
544
Chicago Trust
Illinois
$308K +$15.4K +104 +5%
MCM
545
MAI Capital Management
Ohio
$303K
BBA
546
Braun-Bostich & Associates
Pennsylvania
$303K +$65.6K +444 +29%
MFS
547
Mirabella Financial Services
United Kingdom
$302K +$292K +1,975 New
QI
548
QS Investors
New York
$296K
WA
549
Wealth Alliance
New York
$293K -$83.4K -565 -23%
SCA
550
Snowden Capital Advisors
New York
$292K +$79K +535 +39%