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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PB
601
Pinnacle Bancorp
Nebraska
$44K – – –
AIC
602
Ameritas Investment Company
Nebraska
$44K +$45.5K +353 New
BWM
603
Baystate Wealth Management
Massachusetts
$42K -$8.37K -65 -16%
ZB
604
Zions Bancorporation
Utah
$42K – – –
GLI
605
Guardian Life Insurance
New York
$42K +$1.16K +9 +3%
GWM
606
Geneos Wealth Management
Colorado
$41K – – –
BL
607
Balentine LLC
Georgia
$37K – – –
RBC
608
Roble Belko & Company
Pennsylvania
$37K – – –
MAM
609
Marquette Asset Management
Minnesota
$37K +$38.6K +300 New
Marshall Wace
610
Marshall Wace
United Kingdom
$35K -$3.92M -30,448 -99%
Fuller & Thaler Asset Management
611
Fuller & Thaler Asset Management
California
$35K – – –
PFO
612
Pathstone Family Office
New Jersey
$34K +$129 +1 +0.4%
AIM
613
AIA Investment Management
Singapore
$30K +$31K +241 New
TL
614
TrueWealth LLC
Georgia
$29K -$901 -7 -3%
HR
615
Howe & Rusling
New York
$29K – – –
OIA
616
Optimum Investment Advisors
Illinois
$29K – – –
MCM
617
MV Capital Management
Maryland
$26K – – –
OFS
618
Orrstown Financial Services
Pennsylvania
$25K -$5.15K -40 -17%
HGWM
619
Harvest Group Wealth Management
Massachusetts
$25K -$2.19K -17 -8%
BC
620
Bartlett & Co
Ohio
$25K – – –
BCA
621
Berman Capital Advisors
Georgia
$25K – – –
TCM
622
Tradewinds Capital Management
Washington
$25K – – –
WT
623
Whittier Trust
California
$25K +$2.7K +21 +12%
BCWM
624
Bartlett & Co Wealth Management
Ohio
$25K – – –
FPB
625
First PREMIER Bank
South Dakota
$24K – – –