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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
601
Shufro Rose & Co
New York
$606K – – –
AAM
602
AMI Asset Management
California
$605K -$3.56K -15 -0.6%
VWM
603
Venturi Wealth Management
Texas
$603K -$46.6K -196 -7%
AFG
604
Albion Financial Group
Utah
$602K – – –
ATC
605
Argent Trust Co
Tennessee
$599K -$45.2K -190 -7%
SAM
606
Sompo Asset Management
Japan
$598K – – –
SB
607
Simmons Bank
Arkansas
$597K -$17.3K -73 -3%
CSPIA
608
Cary Street Partners Investment Advisory
Virginia
$591K -$14K -59 -2%
SCA
609
Snowden Capital Advisors
New York
$581K +$18.8K +79 +3%
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$578K +$58.9K +248 +12%
SWM
611
Segment Wealth Management
Texas
$576K – – –
CFA
612
CWS Financial Advisors
Michigan
$573K +$106K +447 +23%
BAAM
613
Baker Avenue Asset Management
California
$573K -$1.43K -6 -0.3%
SIA
614
SeaBridge Investment Advisors
New Jersey
$570K – – –
FHC
615
First Heartland Consultants
Missouri
$568K +$83.7K +352 +18%
BJL
616
Brighton Jones LLC
Washington
$565K +$8.32K +35 +2%
MMA
617
Miracle Mile Advisors
California
$565K +$2.61K +11 +0.5%
IA
618
IFP Advisors
Florida
$564K +$61.8K +260 +14%
DTL
619
Dynamic Technology Lab
Singapore
$562K +$549K +2,312 New
SFS
620
Sowell Financial Services
Arkansas
$562K +$31.4K +132 +6%
DWT
621
Dorsey & Whitney Trust
South Dakota
$549K +$12.6K +53 +2%
BPA
622
Beacon Pointe Advisors
California
$548K +$238 +1 +0%
EB
623
Exchange Bank
California
$547K – – –
AG
624
Algert Global
California
$535K +$207K +870 +65%
CPA
625
Court Place Advisors
Maryland
$527K – – –
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