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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
701
Trust Company of Vermont
Vermont
$150K – – –
WhitTier Trust Company
702
WhitTier Trust Company
Nevada
$149K – – –
Capstone Investment Advisors
703
Capstone Investment Advisors
New York
$149K +$147K +832 New
Parallel Advisors
704
Parallel Advisors
California
$144K +$16.6K +94 +13%
TFA
705
Toth Financial Advisory
Virginia
$138K -$8.86K -50 -6%
HM Payson & Co
706
HM Payson & Co
Maine
$135K -$69.1K -390 -34%
MassMutual Private Wealth & Trust
707
MassMutual Private Wealth & Trust
Connecticut
$132K +$4.61K +26 +4%
OP
708
ORG Partners
Indiana
$131K +$126K +709 +2,836%
HDIM
709
Hanson & Doremus Investment Management
Vermont
$125K – – –
TFA
710
Transamerica Financial Advisors
Florida
$124K +$4.78K +27 +4%
SIM
711
Sentry Investment Management
Wisconsin
$122K -$17K -96 -12%
SAM
712
S.A. Mason
Michigan
$121K – – –
CWP
713
Concord Wealth Partners
Virginia
$118K -$11.2K -63 -9%
DGAM
714
Desjardins Global Asset Management
Quebec, Canada
$113K -$46K -260 -29%
USB
715
Union Savings Bank
Connecticut
$111K – – –
CSWM
716
Cassady Schiller Wealth Management
Ohio
$107K – – –
AAG
717
Armstrong Advisory Group
Massachusetts
$102K – – –
MIA
718
Milestone Investment Advisors
Wisconsin
$102K +$101K +568 New
Allworth Financial
719
Allworth Financial
California
$101K +$45.5K +257 +83%
Bartlett & Co
720
Bartlett & Co
Ohio
$101K – – –
Bartlett & Co Wealth Management
721
Bartlett & Co Wealth Management
Ohio
$101K – – –
PPC
722
Park Place Capital
Alabama
$99K -$11.3K -64 -10%
IFP Advisors
723
IFP Advisors
Florida
$98.4K +$24.4K +138 +33%
C
724
Covestor
United Kingdom
$98K -$7.62K -43 -7%
QC
725
Quent Capital
New York
$97.5K +$1.06K +6 +1%