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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
601
Wedmont Private Capital
Pennsylvania
$415K +$106K +705 +33%
Balyasny Asset Management
602
Balyasny Asset Management
Illinois
$415K +$194K +1,286 +74%
PFGIA
603
Patriot Financial Group Insurance Agency
Massachusetts
$412K +$453K +2,999 New
S
604
SignatureFD
Georgia
$409K +$112K +739 +33%
SWK
605
Stephen W. Kidder
$404K
Hudson Bay Capital Management
606
Hudson Bay Capital Management
Connecticut
$404K +$446K +2,950 New
BP
607
Ballentine Partners
Massachusetts
$399K -$204K -1,352 -32%
RCAG
608
Rehmann Capital Advisory Group
Michigan
$397K +$12.5K +83 +3%
Simplex Trading
609
Simplex Trading
Illinois
$397K +$245K +1,623 +127%
ECM
610
Everence Capital Management
Indiana
$394K +$42.6K +282 +11%
AHL
611
Abel Hall LLC
Louisiana
$393K +$433K +2,867 New
PIM
612
Plato Investment Management
Australia
$392K
SFA
613
Sequoia Financial Advisors
Ohio
$392K -$240K -1,588 -36%
PTC
614
Private Trust Company
Ohio
$387K +$192K +1,271 +82%
CAG
615
Crestwood Advisors Group
Massachusetts
$382K +$142K +938 +51%
T
616
TOBAM
France
$378K +$417K +2,759 New
IPW
617
Impact Partnership Wealth
Georgia
$378K +$417K +2,759 New
BAAM
618
Baker Avenue Asset Management
California
$378K +$57.8K +383 +16%
BMWM
619
Brown Miller Wealth Management
Virginia
$377K +$13.6K +90 +3%
AWM
620
Axxcess Wealth Management
California
$376K +$415K +2,748 New
EAM
621
Eukles Asset Management
Ohio
$376K -$25.2K -167 -6%
WA
622
Waverly Advisors
Alabama
$371K -$257K -1,703 -39%
Kovitz Investment Group Partners
623
Kovitz Investment Group Partners
Illinois
$371K +$409K +2,708 New
AO
624
Advisor OS
Illinois
$370K +$190K +1,258 +87%
SAM
625
Sompo Asset Management
Japan
$368K +$83.1K +550 +26%