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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Moneta Group Investment Advisors
701
Moneta Group Investment Advisors
Missouri
$368K -$18.1K -77 -5%
SPA
702
Sherbrooke Park Advisers
New York
$368K +$357K +1,516 New
WI
703
WBI Investments
New Jersey
$366K -$1.26M -5,351 -78%
SPA
704
Shore Point Advisors
New Jersey
$365K – – –
KWM
705
KFG Wealth Management
Indiana
$364K +$23.3K +99 +7%
AIM
706
Anchor Investment Management
South Carolina
$364K – – –
Ritholtz Wealth Management
707
Ritholtz Wealth Management
New York
$363K +$1.88K +8 +0.5%
Perigon Wealth Management
708
Perigon Wealth Management
California
$362K +$28K +119 +9%
IIM
709
Ipswich Investment Management
Massachusetts
$361K +$351K +1,490 New
TCM
710
Teza Capital Management
Illinois
$361K +$350K +1,487 New
CWMK
711
Caliber Wealth Management (Kansas)
Kansas
$359K +$349K +1,482 New
SCM
712
Stonehearth Capital Management
Massachusetts
$359K – – –
CG
713
Cynosure Group
Utah
$358K +$15.3K +65 +5%
CX Institutional
714
CX Institutional
Indiana
$357K +$706 +3 +0.2%
MWM
715
MBE Wealth Management
Wisconsin
$357K +$346K +1,471 New
Quotient Wealth Partners
716
Quotient Wealth Partners
Texas
$356K -$14.4K -61 -4%
Dynamic Advisor Solutions
717
Dynamic Advisor Solutions
Arizona
$356K -$5.18K -22 -1%
Focus Partners Advisor Solutions
718
Focus Partners Advisor Solutions
Missouri
$354K +$75.5K +321 +28%
RCM
719
Radnor Capital Management
Pennsylvania
$353K – – –
TIA
720
Traphagen Investment Advisors
New Jersey
$350K +$27.5K +117 +9%
Raiffeisen Bank International
721
Raiffeisen Bank International
Austria
$349K +$346K +1,470 New
RT
722
Rockland Trust
Massachusetts
$348K -$18.8K -80 -5%
GC
723
Gilbert & Cook
Iowa
$347K +$12.5K +53 +4%
MGO One Seven
724
MGO One Seven
Ohio
$346K +$42.4K +180 +14%
TSS
725
Two Sigma Securities
New York
$345K +$335K +1,424 New