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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
576
Penserra Capital Management
California
$104K +$98.7K +820 New
RCAG
577
Rehmann Capital Advisory Group
Michigan
$103K -$22.2K -184 -19%
WOC
578
West Oak Capital
California
$102K – – –
YWP
579
YorkBridge Wealth Partners
New York
$102K – – –
TFA
580
Toth Financial Advisory
Virginia
$98K – – –
APC
581
Aspire Private Capital
North Carolina
$98K +$12.2K +101 +15%
PG
582
Pendal Group
Australia
$93K -$2.55M -21,195 -97%
HDIM
583
Hanson & Doremus Investment Management
Vermont
$89K – – –
PCP
584
Proficio Capital Partners
Massachusetts
$88K +$7.59K +63 +10%
JIM
585
Jupiter Investment Management
United Kingdom
$72K -$5.42M -45,048 -99%
LWANC
586
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K – – –
FHA
587
Flagship Harbor Advisors
Massachusetts
$67K +$120 +1 +0.2%
HCM
588
Highlander Capital Management
New Jersey
$64K – – –
LWA
589
Lowe Wealth Advisors
Maryland
$63K – – –
AW
590
Alpha Windward
Massachusetts
$57K +$6.02K +50 +13%
HPC
591
HM Payson & Co
Maine
$57K +$54.2K +450 New
RFA
592
Reilly Financial Advisors
California
$56K – – –
AIS
593
Accurate Investment Solutions
Pennsylvania
$55K – – –
BWM
594
Baystate Wealth Management
Massachusetts
$52K – – –
SF
595
Synovus Financial
Georgia
$52K – – –
1832 Asset Management
596
1832 Asset Management
Ontario, Canada
$51K – – –
DWA
597
Dougherty Wealth Advisers
Minnesota
$51K – – –
ST
598
Smithfield Trust
Pennsylvania
$51K – – –
GAM
599
Gemmer Asset Management
California
$49K -$8.55K -71 -16%
BHWM
600
Bay Harbor Wealth Management
Maryland
$46K +$2.65K +22 +7%