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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
701
WBI Investments
New Jersey
$366K -$1.26M -5,351 -78%
SPA
702
Shore Point Advisors
New Jersey
$365K – – –
KWM
703
KFG Wealth Management
Indiana
$364K +$23.3K +99 +7%
AIM
704
Anchor Investment Management
South Carolina
$364K – – –
RWM
705
Ritholtz Wealth Management
New York
$363K +$1.88K +8 +0.5%
PWM
706
Perigon Wealth Management
California
$362K +$28K +119 +9%
IIM
707
Ipswich Investment Management
Massachusetts
$361K +$351K +1,490 New
TCM
708
Teza Capital Management
Illinois
$361K +$350K +1,487 New
CWMK
709
Caliber Wealth Management (Kansas)
Kansas
$359K +$349K +1,482 New
SCM
710
Stonehearth Capital Management
Massachusetts
$359K – – –
CG
711
Cynosure Group
Utah
$358K +$15.3K +65 +5%
CI
712
CX Institutional
Indiana
$357K +$706 +3 +0.2%
MWM
713
MBE Wealth Management
Wisconsin
$357K +$346K +1,471 New
QWP
714
Quotient Wealth Partners
Texas
$356K -$14.4K -61 -4%
DAS
715
Dynamic Advisor Solutions
Arizona
$356K -$5.18K -22 -1%
FPAS
716
Focus Partners Advisor Solutions
Missouri
$354K +$75.5K +321 +28%
RCM
717
Radnor Capital Management
Pennsylvania
$353K – – –
TIA
718
Traphagen Investment Advisors
New Jersey
$350K +$27.5K +117 +9%
RBI
719
Raiffeisen Bank International
Austria
$349K +$346K +1,470 New
RT
720
Rockland Trust
Massachusetts
$348K -$18.8K -80 -5%
GC
721
Gilbert & Cook
Iowa
$347K +$12.5K +53 +4%
MOS
722
MGO One Seven
Ohio
$346K +$42.4K +180 +14%
TSS
723
Two Sigma Securities
New York
$345K +$335K +1,424 New
TWC
724
TD Waterhouse Canada
Ontario, Canada
$344K -$8.94K -38 -3%
WA
725
Wambolt & Associates
Colorado
$344K -$28.2K -120 -8%
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