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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
526
Benchmark Investment Advisors
Illinois
$285K -$71.5K -493 -20%
PTC
527
Private Trust Company
Ohio
$285K -$28.4K -196 -9%
Cetera Advisors
528
Cetera Advisors
Colorado
$282K +$4.21K +29 +1%
Lido Advisors
529
Lido Advisors
California
$278K -$4.79K -33 -2%
TCBWMS
530
Texas Capital Bank Wealth Management Services
Texas
$272K -$5.8K -40 -2%
SCM
531
Spreng Capital Management
Ohio
$272K – – –
SPA
532
Shore Point Advisors
New Jersey
$268K – – –
SignatureFD
533
SignatureFD
Georgia
$265K +$49.3K +340 +22%
HB Wealth Management
534
HB Wealth Management
Georgia
$262K +$19K +131 +8%
MAP
535
Moody Aldrich Partners
Massachusetts
$260K -$2.9K -20 -1%
SCM
536
Stonehearth Capital Management
Massachusetts
$260K +$252K +1,740 New
Advisors Capital Management
537
Advisors Capital Management
New Jersey
$259K -$271K -1,869 -51%
SIC
538
Samalin Investment Counsel
New York
$259K – – –
MIM
539
Marco Investment Management
Georgia
$257K – – –
HKIMG
540
Hutchens & Kramer Investment Management Group
Indiana
$256K -$1.89K -13 -0.7%
Empirical Wealth Management
541
Empirical Wealth Management
Washington
$252K +$49.2K +339 +24%
WTB
542
Washington Trust Bank
Washington
$251K – – –
VCM
543
Vivaldi Capital Management
Illinois
$251K +$14.9K +103 +6%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$251K +$16.4K +113 +7%
RCM
545
Radnor Capital Management
Pennsylvania
$249K -$18.1K -125 -7%
FCI
546
Financial Counselors Inc
Kansas
$249K +$253K +1,746 New
Metis Global Partners
547
Metis Global Partners
California
$248K -$15.7K -108 -6%
MGO One Seven
548
MGO One Seven
Ohio
$248K +$8.56K +59 +4%
Jefferies Group
549
Jefferies Group
New York
$243K +$247K +1,702 New
AMIM
550
Aull & Monroe Investment Management
Alabama
$242K – – –