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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Mather Group
601
Mather Group
Illinois
$493K -$108K -516 -18%
SRC
602
Shufro Rose & Co
New York
$493K – – –
LJHT
603
Laurie J. Hall Trustee
$484K – – –
EB
604
Exchange Bank
California
$484K – – –
VFA
605
Voya Financial Advisors
Connecticut
$483K -$7.95K -38 -2%
Horizon Kinetics Asset Management
606
Horizon Kinetics Asset Management
New York
$483K +$470K +2,248 New
SWM
607
Segment Wealth Management
Texas
$483K – – –
Huntington National Bank
608
Huntington National Bank
Ohio
$480K +$12.8K +61 +3%
Laird Norton Wetherby Wealth Management
609
Laird Norton Wetherby Wealth Management
California
$478K -$5.02K -24 -1%
SCA
610
Snowden Capital Advisors
New York
$477K +$72.4K +346 +19%
Global Retirement Partners
611
Global Retirement Partners
California
$477K -$107K -513 -19%
CI Investments Inc
612
CI Investments Inc
Ontario, Canada
$475K +$12.5K +60 +3%
HB Wealth Management
613
HB Wealth Management
Georgia
$470K +$21.8K +104 +5%
GAMMA Investing
614
GAMMA Investing
California
$468K +$130K +620 +40%
BRWA
615
B. Riley Wealth Advisors
Florida
$466K -$95.4K -456 -17%
PFGIA
616
Patriot Financial Group Insurance Agency
Massachusetts
$463K -$72.8K -348 -14%
Heritage Wealth Advisors
617
Heritage Wealth Advisors
Virginia
$459K +$1.25K +6 +0.3%
AWM
618
Aberdeen Wealth Management
Illinois
$445K – – –
NorthRock Partners
619
NorthRock Partners
Minnesota
$444K -$12.1K -58 -3%
MAP
620
Moody Aldrich Partners
Massachusetts
$443K -$209 -1 -0%
FHC
621
First Heartland Consultants
Missouri
$442K +$20.9K +100 +5%
EA
622
Everpar Advisors
Oklahoma
$442K -$37.4K -179 -8%
Bridges Investment Management
623
Bridges Investment Management
Nebraska
$442K +$627 +3 +0.1%
TFS
624
Thoroughbred Financial Services
Tennessee
$440K -$29.5K -141 -6%
Spire Wealth Management
625
Spire Wealth Management
Virginia
$440K -$1.67K -8 -0.4%