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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
551
Meeder Advisory Services
Ohio
$263K +$278K +1,960 New
OneDigital Investment Advisors
552
OneDigital Investment Advisors
Kansas
$260K +$275K +1,939 New
AHB
553
Abner Herrman & Brock
New Jersey
$260K – – –
Apollon Wealth Management
554
Apollon Wealth Management
South Carolina
$257K -$142 -1 -0.1%
Lido Advisors
555
Lido Advisors
California
$256K -$18.8K -132 -6%
Ameritas Investment Partners
556
Ameritas Investment Partners
Nebraska
$254K +$142 +1 +0.1%
RCM
557
Radnor Capital Management
Pennsylvania
$254K – – –
SAM
558
Strategy Asset Managers
California
$253K +$3.98K +28 +2%
SPA
559
Shore Point Advisors
New Jersey
$252K – – –
WA
560
Wealth Alliance
New York
$251K -$188K -1,326 -41%
KFSC
561
Keystone Financial Services (Colorado)
Colorado
$251K +$237K +1,667 New
Personal Capital Advisors
562
Personal Capital Advisors
California
$248K +$263K +1,852 New
HCM
563
Hilton Capital Management
New York
$247K – – –
M&G Investment Management
564
M&G Investment Management
United Kingdom
$245K +$260K +1,831 New
SIC
565
Samalin Investment Counsel
New York
$243K -$852 -6 -0.3%
MAP
566
Moody Aldrich Partners
Massachusetts
$242K -$2.7K -19 -1%
MIM
567
Marco Investment Management
Georgia
$241K – – –
CGL
568
Clarius Group LLC
Washington
$237K -$8.24K -58 -3%
VCM
569
Vivaldi Capital Management
Illinois
$235K -$1.99K -14 -0.8%
SCM
570
Stonehearth Capital Management
Massachusetts
$233K – – –
Procyon Advisors
571
Procyon Advisors
Connecticut
$233K +$246K +1,735 New
Empirical Wealth Management
572
Empirical Wealth Management
Washington
$230K +$40.8K +287 +20%
Pacer Advisors
573
Pacer Advisors
Pennsylvania
$229K -$176K -1,242 -42%
BCM
574
Bayesian Capital Management
New York
$228K -$568K -4,000 -70%
RT
575
Rockland Trust
Massachusetts
$228K -$11.2K -79 -4%