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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Aberdeen Wealth Management
Illinois
$426K
PFGIA
577
Patriot Financial Group Insurance Agency
Massachusetts
$422K +$14.6K +79 +4%
RMC
578
Resources Management Corp
Connecticut
$421K -$17.5K -95 -4%
LAM
579
LifePro Asset Management
California
$420K
SYBT
580
Stock Yards Bank & Trust
Kentucky
$417K -$76.6K -415 -17%
IFS
581
Ifrah Financial Services
Arkansas
$415K -$1.66K -9 -0.4%
BIA
582
Benchmark Investment Advisors
Illinois
$412K
SPA
583
Shore Point Advisors
New Jersey
$386K
EWM
584
Empirical Wealth Management
Washington
$385K +$15.5K +84 +5%
TA
585
TrueWealth Advisors
Alabama
$379K +$116K +628 +52%
GRP
586
Global Retirement Partners
California
$378K +$19.4K +105 +6%
1WM
587
1858 Wealth Management
Ohio
$378K +$339K +1,835 New
Caisse de Depot et Placement du Quebec (CDPQ)
588
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$376K -$368K -1,993 -52%
NP
589
NorthRock Partners
Minnesota
$375K +$335K +1,818 New
MIM
590
Marco Investment Management
Georgia
$370K
SPA
591
Sherbrooke Park Advisers
New York
$370K -$95K -515 -22%
EBA
592
Eagle Bay Advisors
New York
$368K -$57.4K -311 -15%
CA
593
Continuum Advisory
Idaho
$366K -$46.9K -254 -12%
AWP
594
Ascent Wealth Partners
New York
$365K +$3.87K +21 +1%
SFA
595
Sequoia Financial Advisors
Ohio
$364K +$326K +1,767 New
CTC
596
Central Trust Company
Missouri
$361K -$48.9K -265 -13%
PCM
597
Penserra Capital Management
California
$361K +$90.6K +491 +39%
GP
598
Geneva Partners
Wisconsin
$360K +$323K +1,750 New
HI
599
Horizon Investments
North Carolina
$360K -$22.7K -123 -7%
AP
600
Adero Partners
California
$357K +$1.29K +7 +0.4%