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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
551
Shufro Rose & Co
New York
$493K
PFGIA
552
Patriot Financial Group Insurance Agency
Massachusetts
$492K +$36.9K +186 +8%
N
553
Natixis
France
$481K +$47.4K +239 +11%
CPA
554
Court Place Advisors
Maryland
$478K +$94K +474 +24%
CFG
555
Citizens Financial Group
Rhode Island
$474K +$32.9K +166 +7%
EI
556
Ellevest Inc
New York
$469K +$18.8K +95 +4%
VI
557
Vestcor Inc
New Brunswick, Canada
$466K
VFA
558
Voya Financial Advisors
Connecticut
$462K -$4.36K -22 -0.9%
SIA
559
SeaBridge Investment Advisors
New Jersey
$462K
VA
560
Vident Advisory
Georgia
$460K +$99.6K +502 +27%
GSEP
561
Golden State Equity Partners
California
$460K +$463K +2,334 New
PMFA
562
Plante Moran Financial Advisors
Michigan
$453K
EB
563
Exchange Bank
California
$443K
SAG
564
Spotlight Asset Group
Illinois
$443K +$64.7K +326 +17%
LJHT
565
Laurie J. Hall Trustee
$443K
LNWWM
566
Laird Norton Wetherby Wealth Management
California
$443K -$10.7K -54 -2%
SWM
567
Segment Wealth Management
Texas
$442K
WA
568
Wambolt & Associates
Colorado
$441K -$111K -561 -20%
EA
569
Everpar Advisors
Oklahoma
$440K +$50.8K +256 +13%
CPBTD
570
Central Pacific Bank - Trust Division
Hawaii
$440K +$20.6K +104 +5%
EC
571
EntryPoint Capital
New York
$433K +$436K +2,196 New
TFS
572
Thoroughbred Financial Services
Tennessee
$431K +$434K +2,190 New
BJL
573
Brighton Jones LLC
Washington
$428K +$10.3K +52 +2%
HNB
574
Huntington National Bank
Ohio
$428K -$397 -2 -0.1%
CI Investments Inc
575
CI Investments Inc
Ontario, Canada
$424K +$32.9K +166 +8%