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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$440K -$12.8K -72 -3%
SYBT
527
Stock Yards Bank & Trust
Kentucky
$437K +$9.74K +55 +2%
CPA
528
Court Place Advisors
Maryland
$434K – – –
VI
529
Vestcor Inc
New Brunswick, Canada
$432K -$1.09M -6,140 -72%
BCM
530
Bayesian Capital Management
New York
$430K +$425K +2,400 New
BP
531
BBR Partners
New York
$425K +$420K +2,371 New
ATC
532
Argent Trust Co
Tennessee
$423K +$5.31K +30 +1%
SPA
533
Sherbrooke Park Advisers
New York
$414K +$409K +2,312 New
CT
534
Cambridge Trust
Massachusetts
$414K – – –
TFS
535
Thoroughbred Financial Services
Tennessee
$413K +$409K +2,311 New
JCM
536
Jacobi Capital Management
Pennsylvania
$406K +$5.14K +29 +1%
PA
537
Procyon Advisors
Connecticut
$406K -$16.1K -91 -4%
CFG
538
Citizens Financial Group
Rhode Island
$405K -$6.2K -35 -2%
HWA
539
Heritage Wealth Advisors
Virginia
$404K – – –
EB
540
Exchange Bank
California
$403K – – –
SWM
541
Segment Wealth Management
Texas
$402K – – –
AWM
542
Apollon Wealth Management
South Carolina
$397K +$393K +2,217 New
WA
543
Wealth Alliance
New York
$390K -$25K -141 -6%
PMFA
544
Plante Moran Financial Advisors
Michigan
$390K – – –
RMC
545
Resources Management Corp
Connecticut
$383K -$9.74K -55 -3%
OA
546
Operose Advisors
Wisconsin
$382K +$130K +734 +52%
CG
547
Caprock Group
Idaho
$379K +$102K +577 +38%
AC
548
Avestar Capital
New York
$376K -$39.5K -223 -10%
SWM
549
Spire Wealth Management
Virginia
$376K -$3.54K -20 -0.9%
EBA
550
Eagle Bay Advisors
New York
$376K +$254K +1,432 +215%
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