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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
701
Marshall Wace
United Kingdom
$237K -$4.58M -24,805 -96%
NPFS
702
Novak & Powell Financial Services
Florida
$235K +$211K +1,142 New
CCMG
703
Clark Capital Management Group
Pennsylvania
$235K -$251K -1,359 -54%
HKIMG
704
Hutchens & Kramer Investment Management Group
Indiana
$235K -$34.9K -189 -14%
CC
705
Courier Capital
New York
$234K -$27.7K -150 -12%
SWM
706
Seaside Wealth Management
California
$234K +$922 +5 +0.4%
PNC
707
Park National Corp
Ohio
$233K
SPC
708
Sigma Planning Corp
Michigan
$231K -$150K -814 -42%
OP
709
ORG Partners
Indiana
$230K +$71K +385 +52%
PP
710
Patron Partners
Texas
$227K +$204K +1,104 New
PIM
711
Penobscot Investment Management
Massachusetts
$227K +$203K +1,102 New
VWM
712
Venturi Wealth Management
Texas
$226K +$19.6K +106 +11%
SOS
713
Silver Oak Securities
Tennessee
$226K +$23.2K +126 +13%
DWT
714
Dorsey & Whitney Trust
South Dakota
$224K -$6.09K -33 -3%
NAS
715
Nicolet Advisory Services
Wisconsin
$224K +$210K +1,140 New
CA
716
Claro Advisors
Massachusetts
$223K -$13.8K -75 -6%
KWM
717
Kingsview Wealth Management
Oregon
$223K -$29K -157 -13%
RFN
718
RDA Financial Network
Iowa
$223K +$200K +1,082 New
First Manhattan
719
First Manhattan
New York
$222K -$83K -450 -29%
WANY
720
Wealthspire Advisors (New York)
New York
$221K +$198K +1,072 New
FP
721
Fiduciary Planning
Florida
$220K -$708K -3,840 -78%
AA
722
AlphaCentric Advisors
Puerto Rico
$220K +$197K +1,069 New
CBFP
723
Cedar Brook Financial Partners
Ohio
$220K +$202K +1,093 New
GVAG
724
Great Valley Advisor Group
Delaware
$219K +$196K +1,063 New
APA
725
Astoria Portfolio Advisors
New York
$217K +$201K +1,090 New