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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
701
WhitTier Trust Company
Nevada
$149K
Capstone Investment Advisors
702
Capstone Investment Advisors
New York
$149K +$147K +832 New
PA
703
Parallel Advisors
California
$144K +$16.6K +94 +13%
TFA
704
Toth Financial Advisory
Virginia
$138K -$8.86K -50 -6%
HPC
705
HM Payson & Co
Maine
$135K -$69.1K -390 -34%
MPWT
706
MassMutual Private Wealth & Trust
Connecticut
$132K +$4.61K +26 +4%
OP
707
ORG Partners
Indiana
$131K +$126K +709 +2,836%
HDIM
708
Hanson & Doremus Investment Management
Vermont
$125K
TFA
709
Transamerica Financial Advisors
Florida
$124K +$4.78K +27 +4%
SIM
710
Sentry Investment Management
Wisconsin
$122K -$17K -96 -12%
SAM
711
S.A. Mason
Michigan
$121K
CWP
712
Concord Wealth Partners
Virginia
$118K -$11.2K -63 -9%
DGAM
713
Desjardins Global Asset Management
Quebec, Canada
$113K -$46K -260 -29%
USB
714
Union Savings Bank
Connecticut
$111K
CSWM
715
Cassady Schiller Wealth Management
Ohio
$107K
AAG
716
Armstrong Advisory Group
Massachusetts
$102K
MIA
717
Milestone Investment Advisors
Wisconsin
$102K +$101K +568 New
AF
718
Allworth Financial
California
$101K +$45.5K +257 +83%
BC
719
Bartlett & Co
Ohio
$101K
BCWM
720
Bartlett & Co Wealth Management
Ohio
$101K
PPC
721
Park Place Capital
Alabama
$99K -$11.3K -64 -10%
IA
722
IFP Advisors
Florida
$98.4K +$24.4K +138 +33%
C
723
Covestor
United Kingdom
$98K -$7.62K -43 -7%
QC
724
Quent Capital
New York
$97.5K +$1.06K +6 +1%
Acadian Asset Management
725
Acadian Asset Management
Massachusetts
$96K +$18.4K +104 +24%