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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
FNA
551
First National Advisers
Nebraska
$242K +$247K +1,699 New
Cerity Partners
552
Cerity Partners
New York
$241K +$246K +1,695 New
AC
553
Apella Capital
Connecticut
$238K – – –
AIM
554
Anchor Investment Management
South Carolina
$238K – – –
KeyBank National Association
555
KeyBank National Association
Ohio
$236K +$4.64K +32 +2%
MAM
556
Mystic Asset Management
Rhode Island
$235K – – –
OR
557
Olympiad Research
Connecticut
$235K +$1.6K +11 +0.7%
GWSG
558
GPS Wealth Strategies Group
Colorado
$233K -$10.9K -75 -4%
FHA
559
First Horizon Advisors
Tennessee
$233K -$3.77K -26 -2%
TMAM
560
Tokio Marine Asset Management
Japan
$231K -$182K -1,254 -44%
CWC
561
Carolinas Wealth Consulting
North Carolina
$231K -$42.8K -295 -15%
MFG
562
Menard Financial Group
Texas
$231K -$32.2K -222 -12%
AIM
563
Arcadia Investment Management
Michigan
$231K – – –
PA
564
Pinnacle Associates
New York
$229K +$26.6K +183 +13%
HCM
565
Hudson Capital Management
New Jersey
$228K – – –
Vontobel Holding
566
Vontobel Holding
Switzerland
$228K – – –
CGL
567
Clarius Group LLC
Washington
$225K -$434K -2,990 -65%
First Manhattan
568
First Manhattan
New York
$224K – – –
EWM
569
Evercore Wealth Management
New York
$223K – – –
LNB
570
Ledyard National Bank
$220K -$5.76M -39,688 -96%
AG
571
AIA Group
Hong Kong
$218K +$222K +1,529 New
GG
572
Gofen & Glossberg
Illinois
$216K +$145 +1 +0.1%
RWA
573
River Wealth Advisors
Pennsylvania
$215K – – –
VT
574
Vise Technologies
New York
$214K -$723K -4,979 -77%
CI
575
Cigna Investments
Connecticut
$214K -$77.9K -537 -26%