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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GG
601
Gofen & Glossberg
Illinois
$276K +$176 +1 +0.1%
BCMO
602
Buckingham Capital Management (Ohio)
Ohio
$274K
PPW
603
Pasadena Private Wealth
California
$274K
RJT
604
Raymond James Trust
Florida
$273K +$4.92K +28 +2%
WTA
605
Washington Trust Advisors
Massachusetts
$272K +$261K +1,486 New
RWA
606
River Wealth Advisors
Pennsylvania
$269K +$11.4K +65 +5%
HKIMG
607
Hutchens & Kramer Investment Management Group
Indiana
$269K +$309K +1,759 New
CRC
608
Curi RMB Capital
Illinois
$268K +$27.1K +154 +12%
SVWAG
609
Sound View Wealth Advisors Group
Georgia
$267K
OL
610
Optas LLC
Texas
$265K +$2.29K +13 +0.9%
EWM
611
Empirical Wealth Management
Washington
$261K
PWM
612
Perigon Wealth Management
California
$261K +$251K +1,427 New
PA
613
Pinnacle Associates
New York
$260K -$1.76K -10 -0.7%
FPCP
614
Fort Point Capital Partners
California
$259K -$2.81K -16 -1%
CAM
615
Campion Asset Management
Virginia
$258K
LS
616
Livforsakringsbolaget Skandia
Sweden
$256K
MAP
617
Moody Aldrich Partners
Massachusetts
$255K -$3.34K -19 -1%
CWM
618
Connecticut Wealth Management
Connecticut
$255K
WJWM
619
Williams Jones Wealth Management
New York
$254K +$245K +1,391 New
CICI
620
Capital Investment Counsel Inc
North Carolina
$252K +$176 +1 +0.1%
CS
621
Comerica Securities
Michigan
$252K +$242K +1,374 New
Cerity Partners
622
Cerity Partners
New York
$252K +$242K +1,378 New
HIC
623
Harvey Investment Company
Kentucky
$250K
CWP
624
Concord Wealth Partners
Virginia
$249K +$164K +932 +217%
RMDI
625
R.M. Davis Inc
Maine
$248K