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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Evercore Wealth Management
New York
$290K +$72.1K +444 +28%
BIA
552
Benchmark Investment Advisors
Illinois
$289K – – –
PTC
553
Private Trust Company
Ohio
$288K -$974 -6 -0.3%
TMAM
554
Tokio Marine Asset Management
Japan
$287K +$60.4K +372 +23%
FNA
555
First National Advisers
Nebraska
$286K +$45.9K +283 +17%
AHB
556
Abner Herrman & Brock
New Jersey
$280K +$315K +1,940 New
OR
557
Olympiad Research
Connecticut
$277K +$43.8K +270 +16%
Susquehanna International Group
558
Susquehanna International Group
Pennsylvania
$276K -$3.13M -19,259 -91%
AWM
559
Apollon Wealth Management
South Carolina
$276K +$311K +1,914 New
TCBWMS
560
Texas Capital Bank Wealth Management Services
Texas
$274K -$1.62K -10 -0.5%
SPA
561
Shore Point Advisors
New Jersey
$271K – – –
SAM
562
Strategy Asset Managers
California
$268K +$301K +1,856 New
WFI
563
West Family Investments
California
$268K +$301K +1,856 New
CA
564
Cetera Advisors
Colorado
$265K -$23.2K -143 -7%
ACM
565
Advisors Capital Management
New Jersey
$264K +$8.76K +54 +3%
CGL
566
Clarius Group LLC
Washington
$264K +$40.3K +248 +16%
MAP
567
Moody Aldrich Partners
Massachusetts
$263K -$649 -4 -0.2%
SCM
568
Spreng Capital Management
Ohio
$263K – – –
SIC
569
Samalin Investment Counsel
New York
$263K +$162 +1 +0.1%
MIM
570
Marco Investment Management
Georgia
$260K – – –
CWM
571
Connecticut Wealth Management
Connecticut
$260K +$293K +1,804 New
TSS
572
Two Sigma Securities
New York
$259K +$291K +1,795 New
RT
573
Rockland Trust
Massachusetts
$258K -$10.6M -65,166 -97%
HKIMG
574
Hutchens & Kramer Investment Management Group
Indiana
$258K -$1.95K -12 -0.7%
Arrowstreet Capital
575
Arrowstreet Capital
Massachusetts
$256K +$287K +1,771 New