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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
601
Shufro Rose & Co
New York
$493K
LJHT
602
Laurie J. Hall Trustee
$484K
EB
603
Exchange Bank
California
$484K
VFA
604
Voya Financial Advisors
Connecticut
$483K -$7.95K -38 -2%
HKAM
605
Horizon Kinetics Asset Management
New York
$483K +$470K +2,248 New
SWM
606
Segment Wealth Management
Texas
$483K
HNB
607
Huntington National Bank
Ohio
$480K +$12.8K +61 +3%
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$478K -$5.02K -24 -1%
SCA
609
Snowden Capital Advisors
New York
$477K +$72.4K +346 +19%
GRP
610
Global Retirement Partners
California
$477K -$107K -513 -19%
CI Investments Inc
611
CI Investments Inc
Ontario, Canada
$475K +$12.5K +60 +3%
HWM
612
HB Wealth Management
Georgia
$470K +$21.8K +104 +5%
GI
613
GAMMA Investing
California
$468K +$130K +620 +40%
BRWA
614
B. Riley Wealth Advisors
Florida
$466K -$95.4K -456 -17%
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$463K -$72.8K -348 -14%
HWA
616
Heritage Wealth Advisors
Virginia
$459K +$1.25K +6 +0.3%
AWM
617
Aberdeen Wealth Management
Illinois
$445K
NP
618
NorthRock Partners
Minnesota
$444K -$12.1K -58 -3%
MAP
619
Moody Aldrich Partners
Massachusetts
$443K -$209 -1 -0%
FHC
620
First Heartland Consultants
Missouri
$442K +$20.9K +100 +5%
EA
621
Everpar Advisors
Oklahoma
$442K -$37.4K -179 -8%
BIM
622
Bridges Investment Management
Nebraska
$442K +$627 +3 +0.1%
TFS
623
Thoroughbred Financial Services
Tennessee
$440K -$29.5K -141 -6%
SWM
624
Spire Wealth Management
Virginia
$440K -$1.67K -8 -0.4%
LAM
625
LifePro Asset Management
California
$439K