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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
601
Ameritas Investment Company
Nebraska
$44K +$45.5K +353 New
BWM
602
Baystate Wealth Management
Massachusetts
$42K -$8.37K -65 -16%
ZB
603
Zions Bancorporation
Utah
$42K
GLI
604
Guardian Life Insurance
New York
$42K +$1.16K +9 +3%
GWM
605
Geneos Wealth Management
Colorado
$41K
BL
606
Balentine LLC
Georgia
$37K
RBC
607
Roble Belko & Company
Pennsylvania
$37K
MAM
608
Marquette Asset Management
Minnesota
$37K +$38.6K +300 New
Marshall Wace
609
Marshall Wace
United Kingdom
$35K -$3.92M -30,448 -99%
Fuller & Thaler Asset Management
610
Fuller & Thaler Asset Management
California
$35K
PFO
611
Pathstone Family Office
New Jersey
$34K +$129 +1 +0.4%
AIM
612
AIA Investment Management
Singapore
$30K +$31K +241 New
TL
613
TrueWealth LLC
Georgia
$29K -$901 -7 -3%
HR
614
Howe & Rusling
New York
$29K
OIA
615
Optimum Investment Advisors
Illinois
$29K
MCM
616
MV Capital Management
Maryland
$26K
OFS
617
Orrstown Financial Services
Pennsylvania
$25K -$5.15K -40 -17%
HGWM
618
Harvest Group Wealth Management
Massachusetts
$25K -$2.19K -17 -8%
BC
619
Bartlett & Co
Ohio
$25K
BCA
620
Berman Capital Advisors
Georgia
$25K
TCM
621
Tradewinds Capital Management
Washington
$25K
WT
622
Whittier Trust
California
$25K +$2.7K +21 +12%
BCWM
623
Bartlett & Co Wealth Management
Ohio
$25K
FPB
624
First PREMIER Bank
South Dakota
$24K
FAM
625
Fred Alger Management
New York
$23K -$273K -2,119 -92%