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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WB
601
Webster Bank
Connecticut
$94K -$19K -150 -17%
Northwestern Mutual Wealth Management
602
Northwestern Mutual Wealth Management
Wisconsin
$93K +$38.3K +302 +75%
HDIM
603
Hanson & Doremus Investment Management
Vermont
$92K
MA
604
MUFG Americas
New York
$92K
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$91K -$2.54K -20 -3%
PCM
606
Prelude Capital Management
New York
$85K -$25.8K -203 -24%
PCP
607
Proficio Capital Partners
Massachusetts
$84K -$8.88K -70 -10%
FHA
608
Flagship Harbor Advisors
Massachusetts
$82K +$7.11K +56 +10%
CAPTRUST Financial Advisors
609
CAPTRUST Financial Advisors
North Carolina
$79K -$4.19K -33 -5%
TF
610
Tompkins Financial
New York
$78K -$19.7K -155 -21%
DCM
611
Dupont Capital Management
Delaware
$77K -$341K -2,686 -82%
FHA
612
First Horizon Advisors
Tennessee
$77K -$508 -4 -0.7%
BCM
613
Brasada Capital Management
Texas
$71K
HCM
614
Highlander Capital Management
New Jersey
$66K
LWA
615
Lowe Wealth Advisors
Maryland
$65K
RFA
616
Reilly Financial Advisors
California
$58K
AIS
617
Accurate Investment Solutions
Pennsylvania
$56K
APP
618
Avantax Planning Partners
Iowa
$56K +$53.9K +425 New
CT
619
CPF Texas
Texas
$55K
Group One Trading
620
Group One Trading
Illinois
$52K +$50.1K +395 New
AW
621
Alpha Windward
Massachusetts
$49K
CLOS
622
Compagnie Lombard Odier SCmA
Switzerland
$49K +$21.6K +170 +85%
LFA
623
Legacy Financial Advisors
Kentucky
$48K -$12.4K -98 -21%
GWS
624
Glassman Wealth Services
Virginia
$46K
MSA
625
Marino Stram & Associates
Massachusetts
$46K +$127 +1 +0.3%