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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
DDC
526
DF Dent & Co
Maryland
$399K +$25.3K +158 +7%
CT
527
Cambridge Trust
Massachusetts
$393K -$143K -896 -27%
CPA
528
Court Place Advisors
Maryland
$392K – – –
HCM
529
Hilton Capital Management
New York
$382K +$4.96K +31 +1%
MWM
530
Mission Wealth Management
California
$382K +$14.5K +91 +4%
SPC
531
Sigma Planning Corp
Michigan
$382K +$47.3K +296 +14%
AC
532
Avestar Capital
New York
$378K +$373K +2,335 New
AWP
533
Accretive Wealth Partners
New Jersey
$378K +$374K +2,341 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
534
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$376K +$342K +2,142 +1,152%
BFS
535
Bradley Foster & Sargent
Connecticut
$373K +$370K +2,312 New
IEFM
536
IQ EQ Fund Management
Ireland
$371K -$7.03K -44 -2%
AA
537
ALPS Advisors
Colorado
$371K – – –
Vanguard Personalized Indexing Management
538
Vanguard Personalized Indexing Management
California
$366K +$13.6K +85 +4%
BB
539
Busey Bank
Illinois
$365K -$9.27K -58 -3%
CT
540
Chicago Trust
Illinois
$364K +$38.4K +240 +12%
PVH
541
Psagot Value Holdings
Israel
$362K – – –
SWM
542
Segment Wealth Management
Texas
$362K – – –
LS
543
Livforsakringsbolaget Skandia
Sweden
$355K +$160K +1,000 +83%
ROC
544
Running Oak Capital
Minnesota
$354K -$5.56M -34,758 -94%
AWM
545
Aberdeen Wealth Management
Illinois
$354K – – –
PWMG
546
Prestige Wealth Management Group
New Jersey
$350K – – –
IFS
547
Ifrah Financial Services
Arkansas
$350K +$1.28K +8 +0.4%
TMAM
548
Tokio Marine Asset Management
Japan
$349K -$131K -822 -28%
KPW
549
Kore Private Wealth
New York
$345K +$341K +2,136 New
TCBWMS
550
Texas Capital Bank Wealth Management Services
Texas
$344K +$1.6K +10 +0.5%