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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Ritholtz Wealth Management
701
Ritholtz Wealth Management
New York
$337K +$448 +2 +0.1%
IFP Advisors
702
IFP Advisors
Florida
$337K -$6.27K -28 -2%
OP
703
ORG Partners
Indiana
$336K -$1.12K -5 -0.3%
WTA
704
Washington Trust Advisors
Massachusetts
$336K – – –
SCM
705
Stonehearth Capital Management
Massachusetts
$335K – – –
Davenport & Co
706
Davenport & Co
Virginia
$333K +$20.2K +90 +6%
CX Institutional
707
CX Institutional
Indiana
$333K +$14.8K +66 +5%
Brown Brothers Harriman & Co
708
Brown Brothers Harriman & Co
New York
$330K +$103K +460 +46%
RCM
709
Radnor Capital Management
Pennsylvania
$329K – – –
RCAG
710
Rehmann Capital Advisory Group
Michigan
$328K +$24.4K +109 +8%
TD Waterhouse Canada
711
TD Waterhouse Canada
Ontario, Canada
$327K +$252K +1,125 +352%
Ameritas Investment Partners
712
Ameritas Investment Partners
Nebraska
$326K +$224 +1 +0.1%
Apella Capital
713
Apella Capital
Connecticut
$326K -$1.79K -8 -0.6%
Advisors Capital Management
714
Advisors Capital Management
New Jersey
$326K +$11K +49 +4%
AWP
715
Ascent Wealth Partners
New York
$325K -$672 -3 -0.2%
Allworth Financial
716
Allworth Financial
California
$324K +$14.1K +63 +5%
RMC
717
Resources Management Corp
Connecticut
$322K -$119K -530 -27%
CG
718
Cynosure Group
Utah
$319K -$91.2K -407 -22%
Perigon Wealth Management
719
Perigon Wealth Management
California
$318K +$4.93K +22 +2%
KWM
720
KFG Wealth Management
Indiana
$317K +$47K +210 +18%
GC
721
Gilbert & Cook
Iowa
$312K +$309K +1,379 New
QEI
722
QSV Equity Investors
Illinois
$311K +$1.12K +5 +0.4%
FIM
723
Freedom Investment Management
Connecticut
$311K -$20.6K -92 -6%
Mount Yale Investment Advisors
724
Mount Yale Investment Advisors
Colorado
$308K – – –
AB
725
Atlas Brown
Kentucky
$307K +$224 +1 +0.1%