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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
601
Pasadena Private Wealth
California
$230K +$218K +1,500 New
EP
602
Eudaimonia Partners
Tennessee
$227K +$2.61K +18 +1%
KeyBank National Association
603
KeyBank National Association
Ohio
$226K +$214K +1,472 New
AT
604
Arden Trust
Delaware
$224K -$56.6K -390 -21%
SVWAG
605
Sound View Wealth Advisors Group
Georgia
$224K +$212K +1,461 New
R.M. Davis Inc
606
R.M. Davis Inc
Maine
$224K +$212K +1,463 New
Sigma Planning Corp
607
Sigma Planning Corp
Michigan
$223K +$211K +1,453 New
OL
608
Optas LLC
Texas
$222K -$180K -1,241 -46%
Glenmede Trust
609
Glenmede Trust
Pennsylvania
$222K -$2.32K -16 -1%
SFSIG
610
San Francisco Sentry Investment Group
California
$222K – – –
FWM
611
Foresight Wealth Management
Utah
$222K +$211K +1,452 New
Vanguard Personalized Indexing Management
612
Vanguard Personalized Indexing Management
California
$219K +$207K +1,429 New
Bank Julius Baer & Co
613
Bank Julius Baer & Co
Switzerland
$219K +$207K +1,430 New
MCM
614
Murphy Capital Management
New Jersey
$218K +$207K +1,424 New
AWP
615
Ascent Wealth Partners
New York
$216K +$204K +1,409 New
FCI
616
Financial Counselors Inc
Kansas
$216K +$205K +1,413 New
Conning Inc
617
Conning Inc
Connecticut
$215K +$204K +1,404 New
Two Sigma Advisers
618
Two Sigma Advisers
New York
$214K -$1.44M -9,900 -88%
PWLP
619
Prio Wealth Limited Partnership
Massachusetts
$214K -$129K -887 -39%
YMRC
620
Yorktown Management & Research Company
Virginia
$214K +$203K +1,400 New
RiverFront Investment Group
621
RiverFront Investment Group
Virginia
$213K +$202K +1,393 New
AGF Investments Inc
622
AGF Investments Inc
Ontario, Canada
$212K -$187K -1,290 -48%
CICI
623
Capital Investment Counsel Inc
North Carolina
$211K +$199K +1,375 New
SCA
624
Snowden Capital Advisors
New York
$210K +$199K +1,371 New
HIC
625
Harvey Investment Company
Kentucky
$210K +$198K +1,368 New