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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Cetera Advisors
Colorado
$282K +$4.21K +29 +1%
Lido Advisors
527
Lido Advisors
California
$278K -$4.79K -33 -2%
TCBWMS
528
Texas Capital Bank Wealth Management Services
Texas
$272K -$5.8K -40 -2%
SCM
529
Spreng Capital Management
Ohio
$272K
SPA
530
Shore Point Advisors
New Jersey
$268K
S
531
SignatureFD
Georgia
$265K +$49.3K +340 +22%
HWM
532
HB Wealth Management
Georgia
$262K +$19K +131 +8%
MAP
533
Moody Aldrich Partners
Massachusetts
$260K -$2.9K -20 -1%
SCM
534
Stonehearth Capital Management
Massachusetts
$260K +$252K +1,740 New
ACM
535
Advisors Capital Management
New Jersey
$259K -$271K -1,869 -51%
SIC
536
Samalin Investment Counsel
New York
$259K
MIM
537
Marco Investment Management
Georgia
$257K
HKIMG
538
Hutchens & Kramer Investment Management Group
Indiana
$256K -$1.89K -13 -0.7%
EWM
539
Empirical Wealth Management
Washington
$252K +$49.2K +339 +24%
WTB
540
Washington Trust Bank
Washington
$251K
VCM
541
Vivaldi Capital Management
Illinois
$251K +$14.9K +103 +6%
PFBT
542
Parkside Financial Bank & Trust
Missouri
$251K +$16.4K +113 +7%
RCM
543
Radnor Capital Management
Pennsylvania
$249K -$18.1K -125 -7%
FCI
544
Financial Counselors Inc
Kansas
$249K +$253K +1,746 New
MGP
545
Metis Global Partners
California
$248K -$15.7K -108 -6%
MOS
546
MGO One Seven
Ohio
$248K +$8.56K +59 +4%
JG
547
Jefferies Group
New York
$243K +$247K +1,702 New
AMIM
548
Aull & Monroe Investment Management
Alabama
$242K
FNA
549
First National Advisers
Nebraska
$242K +$247K +1,699 New
Cerity Partners
550
Cerity Partners
New York
$241K +$246K +1,695 New