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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
576
Northwestern Mutual Wealth Management
Wisconsin
$48K -$22.7K -210 -30%
HCM
577
Highlander Capital Management
New Jersey
$48K – – –
LWA
578
Lowe Wealth Advisors
Maryland
$47K – – –
GAM
579
Gemmer Asset Management
California
$44K +$16.1K +149 +49%
TF
580
Tompkins Financial
New York
$43K -$15.2K -140 -24%
RFA
581
Reilly Financial Advisors
California
$42K – – –
AIS
582
Accurate Investment Solutions
Pennsylvania
$41K – – –
CI
583
CX Institutional
Indiana
$41K +$45.8K +423 New
ST
584
Smithfield Trust
Pennsylvania
$39K -$180K -1,661 -81%
1832 Asset Management
585
1832 Asset Management
Ontario, Canada
$39K +$43.3K +400 New
W
586
WealthOne
New York
$39K +$43.3K +400 New
DWA
587
Dougherty Wealth Advisers
Minnesota
$39K +$43.6K +403 New
LFA
588
Legacy Financial Advisors
Kentucky
$37K +$2.17K +20 +5%
ZB
589
Zions Bancorporation
Utah
$37K +$35.5K +328 +566%
AIC
590
Ameritas Investment Company
Nebraska
$37K +$41.7K +385 New
AW
591
Alpha Windward
Massachusetts
$36K – – –
CLOS
592
Compagnie Lombard Odier SCmA
Switzerland
$36K – – –
GWS
593
Glassman Wealth Services
Virginia
$34K – – –
FC
594
Ferris Capital
Massachusetts
$34K +$2.17K +20 +6%
PB
595
Pinnacle Bancorp
Nebraska
$34K +$38.3K +354 New
Fuller & Thaler Asset Management
596
Fuller & Thaler Asset Management
California
$33K -$24.3M -224,591 -100%
MSA
597
Marino Stram & Associates
Massachusetts
$33K +$108 +1 +0.3%
BHWM
598
Bay Harbor Wealth Management
Maryland
$33K +$36.6K +338 New
GLI
599
Guardian Life Insurance
New York
$32K +$433 +4 +1%
SLF
600
Sun Life Financial
Ontario, Canada
$31K – – –