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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MC
601
Moors & Cabot
Massachusetts
$247K -$9.71K -57 -4%
PA
602
Procyon Advisors
Connecticut
$246K
GWSG
603
GPS Wealth Strategies Group
Colorado
$246K +$31.5K +185 +14%
RJT
604
Raymond James Trust
Florida
$245K +$7.32K +43 +3%
SVWAG
605
Sound View Wealth Advisors Group
Georgia
$243K
OL
606
Optas LLC
Texas
$239K -$1.87K -11 -0.8%
PA
607
Pinnacle Associates
New York
$239K +$341 +2 +0.1%
EWM
608
Empirical Wealth Management
Washington
$238K +$243K +1,428 New
FPCP
609
Fort Point Capital Partners
California
$238K +$244K +1,431 New
MAP
610
Moody Aldrich Partners
Massachusetts
$235K -$170 -1 -0.1%
CAM
611
Campion Asset Management
Virginia
$235K
RWA
612
River Wealth Advisors
Pennsylvania
$235K
LS
613
Livforsakringsbolaget Skandia
Sweden
$233K -$136K -800 -36%
CWM
614
Connecticut Wealth Management
Connecticut
$233K
FBT
615
First Bank & Trust
South Dakota
$230K
BPA
616
Beacon Pointe Advisors
California
$230K +$235K +1,381 New
CICI
617
Capital Investment Counsel Inc
North Carolina
$229K
HIC
618
Harvey Investment Company
Kentucky
$228K
RMDI
619
R.M. Davis Inc
Maine
$226K -$29.8K -175 -11%
AB
620
Atlas Brown
Kentucky
$225K
PP
621
Paloma Partners
Connecticut
$225K +$230K +1,348 New
IA
622
IFP Advisors
Florida
$224K +$13.6K +80 +6%
EF
623
Empirical Finance
Pennsylvania
$223K +$16.4K +96 +8%
CAS
624
Cascadia Advisory Services
Oregon
$222K +$852 +5 +0.4%
WSFS
625
Wilmington Savings Fund Society
Delaware
$221K