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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Arax Advisory Partners
726
Arax Advisory Partners
Colorado
$226K -$24.2K -120 -10%
PIM
727
Penobscot Investment Management
Massachusetts
$226K – – –
IC
728
Inscription Capital
Texas
$225K +$222K +1,100 New
CAM
729
Claret Asset Management
Quebec, Canada
$225K -$13.3K -66 -6%
CAS
730
CTC Alternative Strategies
Illinois
$225K +$221K +1,098 New
CA
731
Claro Advisors
Massachusetts
$224K +$2.02K +10 +0.9%
DWT
732
Dorsey & Whitney Trust
South Dakota
$224K +$807 +4 +0.4%
Perigon Wealth Management
733
Perigon Wealth Management
California
$224K +$220K +1,093 New
CBFP
734
Cedar Brook Financial Partners
Ohio
$221K -$2.42K -12 -1%
First Manhattan
735
First Manhattan
New York
$221K – – –
Prime Capital Investment Advisors
736
Prime Capital Investment Advisors
Kansas
$219K +$10.5K +52 +5%
Verition Fund Management
737
Verition Fund Management
Connecticut
$218K +$214K +1,062 New
Allworth Financial
738
Allworth Financial
California
$216K +$99.6K +494 +88%
FP
739
Fiduciary Planning
Florida
$216K -$3.83K -19 -2%
PBC
740
Pavion Blue Capital
California
$216K – – –
OTL
741
Oak Thistle LLC
New York
$216K +$212K +1,053 New
APA
742
Astoria Portfolio Advisors
New York
$216K +$2.22K +11 +1%
PP
743
Patron Partners
Texas
$215K -$10.9K -54 -5%
Clark Capital Management Group
744
Clark Capital Management Group
Pennsylvania
$215K -$19K -94 -8%
RFN
745
RDA Financial Network
Iowa
$213K -$8.07K -40 -4%
KeyBank National Association
746
KeyBank National Association
Ohio
$213K +$209K +1,038 New
OC
747
Oarsman Capital
Wisconsin
$211K – – –
NAS
748
Nicolet Advisory Services
Wisconsin
$211K -$24.4K -121 -11%
ACM
749
Allred Capital Management
Texas
$211K -$1.01K -5 -0.5%
MIM
750
Moseley Investment Management
Florida
$207K – – –