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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
626
Cerity Partners
New York
$252K +$242K +1,378 New
HIC
627
Harvey Investment Company
Kentucky
$250K – – –
CWP
628
Concord Wealth Partners
Virginia
$249K +$164K +932 +217%
R.M. Davis Inc
629
R.M. Davis Inc
Maine
$248K – – –
Y-Intercept (HK)
630
Y-Intercept (HK)
Hong Kong
$248K +$239K +1,357 New
AB
631
Atlas Brown
Kentucky
$247K – – –
IFP Advisors
632
IFP Advisors
Florida
$243K -$5.1K -29 -2%
Wilmington Savings Fund Society
633
Wilmington Savings Fund Society
Delaware
$242K – – –
CP
634
CenterBook Partners
Connecticut
$242K +$232K +1,321 New
Personal Capital Advisors
635
Personal Capital Advisors
California
$241K +$8.26K +47 +4%
MC
636
Moors & Cabot
Massachusetts
$238K -$35.7K -203 -13%
Procyon Advisors
637
Procyon Advisors
Connecticut
$238K -$30.6K -174 -12%
CC
638
Courier Capital
New York
$238K – – –
Independent Financial Group
639
Independent Financial Group
California
$236K – – –
FBT
640
First Bank & Trust
South Dakota
$234K -$17.4K -99 -7%
BHBT
641
Burke & Herbert Bank & Trust
Virginia
$230K – – –
OCM
642
Orser Capital Management
Texas
$230K – – –
AGP
643
Autumn Glory Partners
Texas
$225K +$216K +1,229 New
PP
644
Patron Partners
Texas
$220K – – –
BFG
645
Barber Financial Group
Kansas
$220K +$212K +1,204 New
MCM
646
Murphy Capital Management
New Jersey
$219K +$211K +1,200 New
Segall Bryant & Hamill
647
Segall Bryant & Hamill
Illinois
$216K +$207K +1,179 New
AWM
648
Aries Wealth Management
Maine
$214K -$18.5K -105 -8%
CFGS
649
Concourse Financial Group Securities
Alabama
$214K +$15.3K +87 +8%
CAM
650
Claret Asset Management
Quebec, Canada
$212K +$203K +1,157 New