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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
701
Stonehearth Capital Management
Massachusetts
$318K -$28.2K -135 -8%
FAFN
702
First Affirmative Financial Network
Colorado
$318K -$69.9K -334 -18%
FIA
703
Foundations Investment Advisors
Arizona
$317K +$41.8K +200 +16%
BPA
704
Beacon Pointe Advisors
California
$316K -$615K -2,939 -67%
FIM
705
Freedom Investment Management
Connecticut
$316K -$17.6K -84 -5%
RCM
706
Radnor Capital Management
Pennsylvania
$313K -$40.8K -195 -12%
AIP
707
Ameritas Investment Partners
Nebraska
$310K -$19K -91 -6%
AC
708
Apella Capital
Connecticut
$310K – – –
AWP
709
Ascent Wealth Partners
New York
$310K -$14.4K -69 -5%
GWSG
710
GPS Wealth Strategies Group
Colorado
$307K -$3.97K -19 -1%
PA
711
Profund Advisors
Maryland
$302K -$108K -517 -27%
CI
712
CX Institutional
Indiana
$302K +$2.72K +13 +0.9%
OR
713
Olympiad Research
Connecticut
$302K +$293K +1,403 New
OA
714
Operose Advisors
Wisconsin
$301K – – –
WTB
715
Washington Trust Bank
Washington
$301K +$293K +1,400 New
SOW
716
State of Wyoming
Wyoming
$300K +$284K +1,358 +3,772%
ACM
717
Advisors Capital Management
New Jersey
$299K +$1.25K +6 +0.4%
DC
718
Davenport & Co
Virginia
$298K – – –
QEI
719
QSV Equity Investors
Illinois
$295K – – –
AAIS
720
ABN AMRO Investment Solutions
$294K +$285K +1,365 New
MYIA
721
Mount Yale Investment Advisors
Colorado
$293K – – –
EL
722
EWA LLC
Pennsylvania
$293K +$1.05K +5 +0.4%
AB
723
Atlas Brown
Kentucky
$292K +$209 +1 +0.1%
PWM
724
Perigon Wealth Management
California
$291K +$20.1K +96 +8%
CICI
725
Capital Investment Counsel Inc
North Carolina
$291K – – –
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29
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