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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
701
IFP Advisors
Florida
$337K -$6.27K -28 -2%
OP
702
ORG Partners
Indiana
$336K -$1.12K -5 -0.3%
WTA
703
Washington Trust Advisors
Massachusetts
$336K – – –
SCM
704
Stonehearth Capital Management
Massachusetts
$335K – – –
DC
705
Davenport & Co
Virginia
$333K +$20.2K +90 +6%
CI
706
CX Institutional
Indiana
$333K +$14.8K +66 +5%
BBHC
707
Brown Brothers Harriman & Co
New York
$330K +$103K +460 +46%
RCM
708
Radnor Capital Management
Pennsylvania
$329K – – –
RCAG
709
Rehmann Capital Advisory Group
Michigan
$328K +$24.4K +109 +8%
TWC
710
TD Waterhouse Canada
Ontario, Canada
$327K +$252K +1,125 +352%
AIP
711
Ameritas Investment Partners
Nebraska
$326K +$224 +1 +0.1%
AC
712
Apella Capital
Connecticut
$326K -$1.79K -8 -0.6%
ACM
713
Advisors Capital Management
New Jersey
$326K +$11K +49 +4%
AWP
714
Ascent Wealth Partners
New York
$325K -$672 -3 -0.2%
AF
715
Allworth Financial
California
$324K +$14.1K +63 +5%
RMC
716
Resources Management Corp
Connecticut
$322K -$119K -530 -27%
CG
717
Cynosure Group
Utah
$319K -$91.2K -407 -22%
PWM
718
Perigon Wealth Management
California
$318K +$4.93K +22 +2%
KWM
719
KFG Wealth Management
Indiana
$317K +$47K +210 +18%
GC
720
Gilbert & Cook
Iowa
$312K +$309K +1,379 New
QEI
721
QSV Equity Investors
Illinois
$311K +$1.12K +5 +0.4%
FIM
722
Freedom Investment Management
Connecticut
$311K -$20.6K -92 -6%
MYIA
723
Mount Yale Investment Advisors
Colorado
$308K – – –
AB
724
Atlas Brown
Kentucky
$307K +$224 +1 +0.1%
MPI
725
Mairs & Power Inc
Minnesota
$305K – – –
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