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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
701
Washington Trust Advisors
Massachusetts
$320K – – –
SCM
702
Stonehearth Capital Management
Massachusetts
$318K -$28.2K -135 -8%
FAFN
703
First Affirmative Financial Network
Colorado
$318K -$69.9K -334 -18%
Foundations Investment Advisors
704
Foundations Investment Advisors
Arizona
$317K +$41.8K +200 +16%
Beacon Pointe Advisors
705
Beacon Pointe Advisors
California
$316K -$615K -2,939 -67%
FIM
706
Freedom Investment Management
Connecticut
$316K -$17.6K -84 -5%
RCM
707
Radnor Capital Management
Pennsylvania
$313K -$40.8K -195 -12%
Ameritas Investment Partners
708
Ameritas Investment Partners
Nebraska
$310K -$19K -91 -6%
Apella Capital
709
Apella Capital
Connecticut
$310K – – –
AWP
710
Ascent Wealth Partners
New York
$310K -$14.4K -69 -5%
GWSG
711
GPS Wealth Strategies Group
Colorado
$307K -$3.97K -19 -1%
Profund Advisors
712
Profund Advisors
Maryland
$302K -$108K -517 -27%
CX Institutional
713
CX Institutional
Indiana
$302K +$2.72K +13 +0.9%
OR
714
Olympiad Research
Connecticut
$302K +$293K +1,403 New
OA
715
Operose Advisors
Wisconsin
$301K – – –
WTB
716
Washington Trust Bank
Washington
$301K +$293K +1,400 New
SOW
717
State of Wyoming
Wyoming
$300K +$284K +1,358 +3,772%
Advisors Capital Management
718
Advisors Capital Management
New Jersey
$299K +$1.25K +6 +0.4%
Davenport & Co
719
Davenport & Co
Virginia
$298K – – –
QEI
720
QSV Equity Investors
Illinois
$295K – – –
ABN AMRO Investment Solutions
721
ABN AMRO Investment Solutions
$294K +$285K +1,365 New
Mount Yale Investment Advisors
722
Mount Yale Investment Advisors
Colorado
$293K – – –
EL
723
EWA LLC
Pennsylvania
$293K +$1.05K +5 +0.4%
AB
724
Atlas Brown
Kentucky
$292K +$209 +1 +0.1%
Perigon Wealth Management
725
Perigon Wealth Management
California
$291K +$20.1K +96 +8%