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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
576
Vivaldi Capital Management
Illinois
$285K -$959 -6 -0.4%
CCP
577
Corient Capital Partners
California
$281K +$12.6K +79 +5%
DC
578
Davenport & Co
Virginia
$280K +$61.1K +382 +28%
MFG
579
Menard Financial Group
Texas
$279K -$260K -1,628 -49%
CWC
580
Carolinas Wealth Consulting
North Carolina
$278K – – –
LOAMS
581
Lombard Odier Asset Management (Switzerland)
Switzerland
$275K -$434K -2,714 -61%
HCM
582
Hudson Capital Management
New Jersey
$275K -$16K -100 -6%
Vontobel Holding
583
Vontobel Holding
Switzerland
$270K -$97.5K -610 -27%
AWM
584
Accurate Wealth Management
Florida
$270K +$267K +1,673 New
AIM
585
Anchor Investment Management
South Carolina
$267K – – –
PA
586
Profund Advisors
Maryland
$266K +$11.3K +71 +4%
SAM
587
Strategy Asset Managers
California
$264K +$19.2K +120 +8%
Carson Wealth (CWM LLC)
588
Carson Wealth (CWM LLC)
Nebraska
$263K – – –
AIM
589
Arcadia Investment Management
Michigan
$261K – – –
TCM
590
Tuttle Capital Management
Connecticut
$260K +$257K +1,611 New
AIP
591
Ameritas Investment Partners
Nebraska
$256K -$15.3K -96 -6%
AAS
592
Avantax Advisory Services
Texas
$256K +$2.56K +16 +1%
First Manhattan
593
First Manhattan
New York
$253K – – –
MC
594
Moors & Cabot
Massachusetts
$252K -$160 -1 -0.1%
AWP
595
Ascent Wealth Partners
New York
$252K +$19.2K +120 +8%
S
596
SignatureFD
Georgia
$249K +$44.6K +279 +22%
RMDI
597
R.M. Davis Inc
Maine
$248K +$28.6K +179 +13%
GG
598
Gofen & Glossberg
Illinois
$244K +$160 +1 +0.1%
GT
599
Glenmede Trust
Pennsylvania
$243K +$6.71K +42 +3%
PFO
600
Pathstone Family Office
New Jersey
$243K +$240K +1,502 New