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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
676
Laurel Wealth Advisors (North Carolina)
North Carolina
$99K – – –
MUFG Americas
677
MUFG Americas
New York
$98K – – –
UCB
678
United Community Bank
South Carolina
$94.3K +$90.7K +516 New
DCM
679
Dupont Capital Management
Delaware
$94K -$15.5K -88 -15%
GLLW
680
Graves Light Lenhart Wealth
Virginia
$94K +$65.6K +373 +263%
T
681
TOBAM
France
$93K +$6.68K +38 +8%
HCM
682
Highlander Capital Management
New Jersey
$91K – – –
WOC
683
West Oak Capital
California
$91K – – –
LWA
684
Lowe Wealth Advisors
Maryland
$90K – – –
KSWA
685
Kathleen S. Wright Associates
Pennsylvania
$87K +$83.8K +477 New
EBA
686
Eagle Bay Advisors
New York
$85K +$21.8K +124 +36%
1832 Asset Management
687
1832 Asset Management
Ontario, Canada
$84K -$43.1M -245,065 -100%
C
688
Covestor
United Kingdom
$83K +$80K +455 New
BFG
689
Baron Financial Group
New Jersey
$81K – – –
Acadian Asset Management
690
Acadian Asset Management
Massachusetts
$80K – – –
DWA
691
Dougherty Wealth Advisers
Minnesota
$74K – – –
Smithfield Trust
692
Smithfield Trust
Pennsylvania
$74K – – –
AWA
693
Aquire Wealth Advisors
Utah
$74K +$71.4K +406 New
AssetMark Inc
694
AssetMark Inc
California
$69K +$10.7K +61 +19%
Compagnie Lombard Odier SCmA
695
Compagnie Lombard Odier SCmA
Switzerland
$68K – – –
Chilton Capital Management
696
Chilton Capital Management
Texas
$68K +$65.2K +371 New
GWS
697
Glassman Wealth Services
Virginia
$67K +$2.64K +15 +4%
MTIC
698
Missouri Trust & Investment Company
Missouri
$66K +$63.3K +360 New
PB
699
Pinnacle Bancorp
Nebraska
$65K – – –
CCA
700
Column Capital Advisors
Indiana
$63K – – –