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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Segment Wealth Management
Texas
$296K – – –
MAFM
552
Mid Atlantic Financial Management
Pennsylvania
$295K -$168K -1,257 -38%
HCM
553
Hilton Capital Management
New York
$292K -$213K -1,590 -42%
PWMG
554
Prestige Wealth Management Group
New Jersey
$292K +$16.2K +121 +6%
DF Dent & Co
555
DF Dent & Co
Maryland
$292K +$296K +2,214 New
AWM
556
Aberdeen Wealth Management
Illinois
$290K – – –
Wellington Management Group
557
Wellington Management Group
Massachusetts
$286K -$1.34K -10 -0.5%
IFS
558
Ifrah Financial Services
Arkansas
$283K +$3.48K +26 +1%
FC
559
FORA Capital
Florida
$277K -$325K -2,428 -54%
QT
560
Quantamental Technologies
New York
$277K +$281K +2,102 New
QS Investors
561
QS Investors
New York
$275K -$3.21K -24 -1%
FBT
562
First Bank & Trust
South Dakota
$273K -$183K -1,372 -40%
Procyon Advisors
563
Procyon Advisors
Connecticut
$270K – – –
Evercore Wealth Management
564
Evercore Wealth Management
New York
$269K +$1.2K +9 +0.4%
TCBWMS
565
Texas Capital Bank Wealth Management Services
Texas
$265K -$4.01K -30 -1%
Raymond James Trust
566
Raymond James Trust
Florida
$264K +$1.6K +12 +0.6%
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$263K – – –
ALPS Advisors
568
ALPS Advisors
Colorado
$263K +$266K +1,990 New
Tokio Marine Asset Management
569
Tokio Marine Asset Management
Japan
$257K +$260K +1,942 New
AFG
570
Albion Financial Group
Utah
$256K – – –
AAM
571
AMI Asset Management
California
$253K -$109K -813 -30%
SCM
572
Spreng Capital Management
Ohio
$252K -$33.4K -250 -12%
HCM
573
Hudson Capital Management
New Jersey
$251K -$34.2K -256 -12%
CT
574
Chicago Trust
Illinois
$246K -$12K -90 -5%
AT
575
Arden Trust
Delaware
$243K -$101K -753 -29%