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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
526
Segall Bryant & Hamill
Illinois
$323K +$21.8K +152 +7%
PMFA
527
Plante Moran Financial Advisors
Michigan
$321K -$143 -1 -0%
CWM
528
Connecticut Wealth Management
Connecticut
$315K
VIA
529
Vident Investment Advisory
Georgia
$313K +$305K +2,134 New
JCM
530
Jacobi Capital Management
Pennsylvania
$313K +$305K +2,134 New
CTC
531
Central Trust Company
Missouri
$310K -$30.6K -214 -9%
RCM
532
Radnor Capital Management
Pennsylvania
$310K +$52.5K +367 +21%
PCOC
533
Power Corp of Canada
Canada
$310K +$158K +1,101 +100%
SI
534
Stephens Inc
Arkansas
$310K -$2.58K -18 -0.8%
EWM
535
Empirical Wealth Management
Washington
$304K +$51.8K +362 +21%
AFG
536
ABLE Financial Group
Arizona
$304K +$297K +2,074 New
SWM
537
Spire Wealth Management
Virginia
$303K -$12.4K -87 -4%
AWM
538
Aberdeen Wealth Management
Illinois
$303K -$17.9K -125 -6%
AG
539
AIA Group
Hong Kong
$303K -$27.5K -192 -8%
MA
540
Mutual Advisors
Nebraska
$302K +$295K +2,061 New
SM
541
Sciencast Management
New Jersey
$299K +$280K +1,956 New
IFS
542
Ifrah Financial Services
Arkansas
$297K -$7.44K -52 -3%
BIA
543
Benchmark Investment Advisors
Illinois
$293K
PTC
544
Private Trust Company
Ohio
$288K -$4.29K -30 -2%
AHB
545
Abner Herrman & Brock
New Jersey
$284K
CA
546
Continuum Advisory
Idaho
$284K +$277K +1,935 New
TCBWMS
547
Texas Capital Bank Wealth Management Services
Texas
$283K -$11.4K -80 -4%
MOS
548
MGO One Seven
Ohio
$281K -$85K -594 -24%
SPA
549
Shore Point Advisors
New Jersey
$275K
CI Investments Inc
550
CI Investments Inc
Ontario, Canada
$275K -$70.8K -495 -21%