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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Heritage Wealth Advisors
526
Heritage Wealth Advisors
Virginia
$400K -$34.7K -204 -8%
Stephens Inc
527
Stephens Inc
Arkansas
$399K -$386K -2,268 -49%
OPPTF
528
OPSEU Pension Plan Trust Fund
Ontario, Canada
$395K -$8.69K -51 -2%
AC
529
Avestar Capital
New York
$394K +$4.77K +28 +1%
Busey Bank
530
Busey Bank
Illinois
$393K +$17K +100 +4%
AWP
531
Accretive Wealth Partners
New Jersey
$390K – – –
Bradley Foster & Sargent
532
Bradley Foster & Sargent
Connecticut
$386K +$341 +2 +0.1%
CT
533
Chicago Trust
Illinois
$375K – – –
HCM
534
Hilton Capital Management
New York
$374K -$20.4K -120 -5%
SWM
535
Segment Wealth Management
Texas
$374K – – –
Avalon Investment & Advisory
536
Avalon Investment & Advisory
Texas
$374K +$382K +2,242 New
Americana Partners
537
Americana Partners
Texas
$374K +$383K +2,250 New
PVH
538
Psagot Value Holdings
Israel
$373K – – –
KPW
539
Kore Private Wealth
New York
$373K +$17.2K +101 +5%
WFI
540
West Family Investments
California
$373K +$67.8K +398 +22%
OQS
541
Occudo Quantitative Strategies
Florida
$370K -$896K -5,260 -70%
AWM
542
Aberdeen Wealth Management
Illinois
$366K – – –
IFS
543
Ifrah Financial Services
Arkansas
$364K +$3.41K +20 +0.9%
Maverick Capital
544
Maverick Capital
Texas
$361K +$220K +1,291 +147%
ALPS Advisors
545
ALPS Advisors
Colorado
$357K -$26.4K -155 -7%
AWM
546
Accurate Wealth Management
Florida
$345K +$51.3K +301 +18%
MAI Capital Management
547
MAI Capital Management
Ohio
$344K -$170 -1 -0%
Avantax Advisory Services
548
Avantax Advisory Services
Texas
$343K +$82.4K +484 +31%
TCBWMS
549
Texas Capital Bank Wealth Management Services
Texas
$342K -$13.6K -80 -4%
Evercore Wealth Management
550
Evercore Wealth Management
New York
$341K -$1.53K -9 -0.4%