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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
526
Smallwood Wealth Investment Management
New Jersey
$638K +$628K +3,114 New
Jefferies Financial Group
527
Jefferies Financial Group
New York
$626K -$196K -970 -24%
SWK
528
Stephen W. Kidder
$625K – – –
DAC
529
Dividend Assets Capital
South Carolina
$624K – – –
JCM
530
Jacobi Capital Management
Pennsylvania
$620K +$152K +753 +33%
FWM
531
Forza Wealth Management
Florida
$615K -$30.3K -150 -5%
Guggenheim Capital
532
Guggenheim Capital
Illinois
$610K +$19.8K +98 +3%
PI
533
PFG Investments
New York
$609K +$600K +2,975 New
Bradley Foster & Sargent
534
Bradley Foster & Sargent
Connecticut
$608K +$4.84K +24 +0.8%
AFG
535
Albion Financial Group
Utah
$606K +$14.1K +70 +2%
CSPIA
536
Cary Street Partners Investment Advisory
Virginia
$604K +$36.1K +179 +6%
BFA
537
Beaumont Financial Advisors
Massachusetts
$600K – – –
SAM
538
Sompo Asset Management
Japan
$598K -$94.8K -470 -14%
PIM
539
Plato Investment Management
Australia
$590K +$581K +2,879 New
IFU
540
iSAM Funds (UK)
United Kingdom
$588K +$579K +2,872 New
P
541
Pitcairn
Pennsylvania
$571K +$4.03K +20 +0.7%
WA
542
Wambolt & Associates
Colorado
$570K -$505K -2,503 -47%
Old National Bancorp
543
Old National Bancorp
Indiana
$567K -$36.1K -179 -6%
TD Private Client Wealth
544
TD Private Client Wealth
New York
$559K -$124K -615 -18%
CT
545
Chicago Trust
Illinois
$559K – – –
SB
546
Simmons Bank
Arkansas
$551K -$16.9K -84 -3%
WA
547
WealthTrust Axiom
Pennsylvania
$549K – – –
ATC
548
Argent Trust Co
Tennessee
$543K +$49.8K +247 +10%
AAM
549
AMI Asset Management
California
$541K -$20K -99 -4%
Wolverine Trading
550
Wolverine Trading
Illinois
$533K +$223K +1,106 +74%