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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
601
Ascent Wealth Partners
New York
$220K +$247K +1,522 New
Ballentine Partners
602
Ballentine Partners
Massachusetts
$220K +$248K +1,525 New
Gofen & Glossberg
603
Gofen & Glossberg
Illinois
$219K +$162 +1 +0.1%
Integrated Wealth Concepts
604
Integrated Wealth Concepts
Massachusetts
$219K +$246K +1,518 New
First Horizon Advisors
605
First Horizon Advisors
Tennessee
$218K -$20.4K -126 -8%
RWA
606
River Wealth Advisors
Pennsylvania
$218K – – –
LNB
607
Ledyard National Bank
$217K -$6.49K -40 -3%
HCM
608
Hudson Capital Management
New Jersey
$216K -$16.2K -100 -6%
BCMO
609
Buckingham Capital Management (Ohio)
Ohio
$216K – – –
MC
610
Moors & Cabot
Massachusetts
$216K +$243K +1,496 New
AMIM
611
Aull & Monroe Investment Management
Alabama
$215K -$32.5K -200 -12%
FF
612
FourThought Financial
Florida
$214K -$129K -794 -35%
HB Wealth Management
613
HB Wealth Management
Georgia
$214K -$57.8K -356 -19%
WTA
614
Washington Trust Advisors
Massachusetts
$214K – – –
Curi RMB Capital
615
Curi RMB Capital
Illinois
$211K -$812 -5 -0.3%
SVWAG
616
Sound View Wealth Advisors Group
Georgia
$211K – – –
OL
617
Optas LLC
Texas
$209K +$1.62K +10 +0.7%
CI
618
Cigna Investments
Connecticut
$207K -$9.74K -60 -4%
Empirical Wealth Management
619
Empirical Wealth Management
Washington
$206K -$55.3K -341 -19%
Horizon Investments
620
Horizon Investments
North Carolina
$206K +$232K +1,428 New
Orion Portfolio Solutions
621
Orion Portfolio Solutions
Nebraska
$204K +$230K +1,416 New
Peapack-Gladstone Financial Corp
622
Peapack-Gladstone Financial Corp
New Jersey
$204K +$230K +1,417 New
CAM
623
Campion Asset Management
Virginia
$203K – – –
GA
624
Geller Advisors
New York
$202K +$227K +1,396 New
WIC
625
Willis Investment Counsel
Georgia
$202K +$227K +1,400 New