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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
576
Reilly Financial Advisors
California
$42K
AIS
577
Accurate Investment Solutions
Pennsylvania
$41K
CI
578
CX Institutional
Indiana
$41K +$45.8K +423 New
ST
579
Smithfield Trust
Pennsylvania
$39K -$180K -1,661 -81%
1832 Asset Management
580
1832 Asset Management
Ontario, Canada
$39K +$43.3K +400 New
W
581
WealthOne
New York
$39K +$43.3K +400 New
DWA
582
Dougherty Wealth Advisers
Minnesota
$39K +$43.6K +403 New
LFA
583
Legacy Financial Advisors
Kentucky
$37K +$2.17K +20 +5%
ZB
584
Zions Bancorporation
Utah
$37K +$35.5K +328 +566%
AIC
585
Ameritas Investment Company
Nebraska
$37K +$41.7K +385 New
AW
586
Alpha Windward
Massachusetts
$36K
CLOS
587
Compagnie Lombard Odier SCmA
Switzerland
$36K
Schroder Investment Management Group
588
Schroder Investment Management Group
United Kingdom
$35.2K +$12.7M +116,943 +47%
GWS
589
Glassman Wealth Services
Virginia
$34K
FC
590
Ferris Capital
Massachusetts
$34K +$2.17K +20 +6%
PB
591
Pinnacle Bancorp
Nebraska
$34K +$38.3K +354 New
Fuller & Thaler Asset Management
592
Fuller & Thaler Asset Management
California
$33K -$24.3M -224,591 -100%
MSA
593
Marino Stram & Associates
Massachusetts
$33K +$108 +1 +0.3%
BHWM
594
Bay Harbor Wealth Management
Maryland
$33K +$36.6K +338 New
GLI
595
Guardian Life Insurance
New York
$32K +$433 +4 +1%
SLF
596
Sun Life Financial
Ontario, Canada
$31K
GWM
597
Geneos Wealth Management
Colorado
$31K +$108 +1 +0.3%
MWA
598
Meridian Wealth Advisors
Texas
$30K +$34K +314 New
KA
599
Kaizen Advisory
Illinois
$29K +$1.41K +13 +4%
BL
600
Balentine LLC
Georgia
$28K