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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
526
Sigma Planning Corp
Michigan
$382K +$47.3K +296 +14%
AC
527
Avestar Capital
New York
$378K +$373K +2,335 New
AWP
528
Accretive Wealth Partners
New Jersey
$378K +$374K +2,341 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
529
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$376K +$342K +2,142 +1,152%
BFS
530
Bradley Foster & Sargent
Connecticut
$373K +$370K +2,312 New
IEFM
531
IQ EQ Fund Management
Ireland
$371K -$7.03K -44 -2%
AA
532
ALPS Advisors
Colorado
$371K
Vanguard Personalized Indexing Management
533
Vanguard Personalized Indexing Management
California
$366K +$13.6K +85 +4%
BB
534
Busey Bank
Illinois
$365K -$9.27K -58 -3%
CT
535
Chicago Trust
Illinois
$364K +$38.4K +240 +12%
PVH
536
Psagot Value Holdings
Israel
$362K
SWM
537
Segment Wealth Management
Texas
$362K
LS
538
Livforsakringsbolaget Skandia
Sweden
$355K +$160K +1,000 +83%
ROC
539
Running Oak Capital
Minnesota
$354K -$5.56M -34,758 -94%
AWM
540
Aberdeen Wealth Management
Illinois
$354K
PWMG
541
Prestige Wealth Management Group
New Jersey
$350K
IFS
542
Ifrah Financial Services
Arkansas
$350K +$1.28K +8 +0.4%
TMAM
543
Tokio Marine Asset Management
Japan
$349K -$131K -822 -28%
KPW
544
Kore Private Wealth
New York
$345K +$341K +2,136 New
TCBWMS
545
Texas Capital Bank Wealth Management Services
Texas
$344K +$1.6K +10 +0.5%
BU
546
BBVA USA
Alabama
$341K +$338K +2,112 New
MCM
547
MAI Capital Management
Ohio
$333K +$13.9K +87 +4%
TI
548
Tidal Investments
Wisconsin
$333K +$79K +494 +32%
SCA
549
Snowden Capital Advisors
New York
$332K +$24.3K +152 +8%
EWM
550
Evercore Wealth Management
New York
$332K -$2.4K -15 -0.7%