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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
1WM
651
1858 Wealth Management
Ohio
$406K -$1.79K -8 -0.4%
MA
652
MONECO Advisors
Connecticut
$406K +$51.3K +229 +15%
MAM
653
Mystic Asset Management
Rhode Island
$402K +$44.8K +200 +13%
KeyBank National Association
654
KeyBank National Association
Ohio
$395K +$5.15K +23 +1%
CFGW
655
Chancellor Financial Group WB
Pennsylvania
$393K +$390K +1,739 New
TCBWMS
656
Texas Capital Bank Wealth Management Services
Texas
$393K +$4.7K +21 +1%
Central Trust Company
657
Central Trust Company
Missouri
$392K -$672 -3 -0.2%
MSA
658
MUFG Securities Americas
New York
$390K +$387K +1,726 New
Ballentine Partners
659
Ballentine Partners
Massachusetts
$389K +$20.6K +92 +6%
SOS
660
Silver Oak Securities
Tennessee
$388K +$20.8K +93 +6%
SAM
661
Strategy Asset Managers
California
$386K +$1.57K +7 +0.4%
CAM
662
Clark Asset Management
New Hampshire
$385K +$382K +1,704 New
MYAM
663
Meiji Yasuda Asset Management
Japan
$385K -$226K -1,008 -37%
ALPS Advisors
664
ALPS Advisors
Colorado
$381K – – –
APWM
665
Argonautica Private Wealth Management
Massachusetts
$381K +$16.8K +75 +5%
ANBT
666
American National Bank & Trust
Texas
$379K – – –
MAP
667
Moody Aldrich Partners
Massachusetts
$374K -$91.8K -410 -20%
BWP
668
BSW Wealth Partners
Colorado
$370K +$1.57K +7 +0.4%
EFMC
669
Empire Financial Management Company
New York
$367K – – –
OPOWM
670
One Plus One Wealth Management
Florida
$367K +$88.7K +396 +32%
Martingale Asset Management
671
Martingale Asset Management
Massachusetts
$364K -$2.24K -10 -0.6%
OF
672
Optimize Financial
California
$363K +$359K +1,604 New
Two Sigma Advisers
673
Two Sigma Advisers
New York
$362K -$4.21M -18,800 -92%
AIM
674
Arcadia Investment Management
Michigan
$362K – – –
Canada Post Corporation Pension Plan
675
Canada Post Corporation Pension Plan
Canada
$362K +$358K +1,600 New