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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
651
Sargent Bickham Lagudis
Colorado
$125K – – –
TFA
652
Toth Financial Advisory
Virginia
$124K – – –
AAP
653
Arax Advisory Partners
Colorado
$114K +$113K +705 New
SAM
654
S.A. Mason
Michigan
$109K – – –
WTC
655
WhitTier Trust Company
Nevada
$105K +$5.12K +32 +5%
CF
656
Centaurus Financial
California
$101K +$99.9K +625 New
FHA
657
First Horizon Advisors
Tennessee
$100K +$9.59K +60 +11%
HDIM
658
Hanson & Doremus Investment Management
Vermont
$92K – – –
PCM
659
Penserra Capital Management
California
$89K +$43.6K +273 +96%
LWANC
660
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K -$2.4K -15 -3%
NR
661
Newfound Research
Massachusetts
$88K +$5.75K +36 +7%
MA
662
MUFG Americas
New York
$87K – – –
SB
663
Strategic Blueprint
Georgia
$85K +$83.8K +524 New
ACA
664
Atlas Capital Advisors
Wyoming
$84.2K +$83.3K +521 New
HCM
665
Highlander Capital Management
New Jersey
$81K – – –
WOC
666
West Oak Capital
California
$81K – – –
LWA
667
Lowe Wealth Advisors
Maryland
$79K – – –
JCM
668
Jacobi Capital Management
Pennsylvania
$79K +$12.9K +81 +20%
PA
669
Parallel Advisors
California
$74K +$26.1K +163 +55%
BFG
670
Baron Financial Group
New Jersey
$71.6K – – –
Acadian Asset Management
671
Acadian Asset Management
Massachusetts
$71K -$25.7K -161 -27%
RFA
672
Reilly Financial Advisors
California
$71K – – –
AS
673
Altshuler Shaham
Israel
$70K -$13.1K -82 -16%
BCWM
674
Bartlett & Co Wealth Management
Ohio
$69.7K – – –
BC
675
Bartlett & Co
Ohio
$69K – – –