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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
551
Everence Capital Management
Indiana
$502K – – –
United Capital Financial Advisors
552
United Capital Financial Advisors
Texas
$500K +$11.9K +60 +2%
SRC
553
Shufro Rose & Co
New York
$493K – – –
PFGIA
554
Patriot Financial Group Insurance Agency
Massachusetts
$492K +$36.9K +186 +8%
Natixis
555
Natixis
France
$481K +$47.4K +239 +11%
CPA
556
Court Place Advisors
Maryland
$478K +$94K +474 +24%
Citizens Financial Group
557
Citizens Financial Group
Rhode Island
$474K +$32.9K +166 +7%
EI
558
Ellevest Inc
New York
$469K +$18.8K +95 +4%
Vestcor Inc
559
Vestcor Inc
New Brunswick, Canada
$466K – – –
VFA
560
Voya Financial Advisors
Connecticut
$462K -$4.36K -22 -0.9%
SIA
561
SeaBridge Investment Advisors
New Jersey
$462K – – –
Vident Advisory
562
Vident Advisory
Georgia
$460K +$99.6K +502 +27%
GSEP
563
Golden State Equity Partners
California
$460K +$463K +2,334 New
PMFA
564
Plante Moran Financial Advisors
Michigan
$453K – – –
EB
565
Exchange Bank
California
$443K – – –
SAG
566
Spotlight Asset Group
Illinois
$443K +$64.7K +326 +17%
LJHT
567
Laurie J. Hall Trustee
$443K – – –
Laird Norton Wetherby Wealth Management
568
Laird Norton Wetherby Wealth Management
California
$443K -$10.7K -54 -2%
SWM
569
Segment Wealth Management
Texas
$442K – – –
WA
570
Wambolt & Associates
Colorado
$441K -$111K -561 -20%
EA
571
Everpar Advisors
Oklahoma
$440K +$50.8K +256 +13%
CPBTD
572
Central Pacific Bank - Trust Division
Hawaii
$440K +$20.6K +104 +5%
EC
573
EntryPoint Capital
New York
$433K +$436K +2,196 New
TFS
574
Thoroughbred Financial Services
Tennessee
$431K +$434K +2,190 New
Brighton Jones LLC
575
Brighton Jones LLC
Washington
$428K +$10.3K +52 +2%