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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
751
Edmond de Rothschild Holding
Switzerland
$174K – – –
BTI
752
Blue Trust Inc
Georgia
$170K +$37.5K +189 +30%
TCOV
753
Trust Company of Vermont
Vermont
$165K – – –
PA
754
Parallel Advisors
California
$160K +$7.74K +39 +5%
TFA
755
Toth Financial Advisory
Virginia
$152K – – –
EWA
756
EverSource Wealth Advisors
Alabama
$142K +$14.1K +71 +12%
HDIM
757
Hanson & Doremus Investment Management
Vermont
$138K – – –
BBHC
758
Brown Brothers Harriman & Co
New York
$132K +$1.98K +10 +2%
BCWM
759
Bartlett & Co Wealth Management
Ohio
$129K -$1.59K -8 -1%
SAM
760
S.A. Mason
Michigan
$128K -$4.96K -25 -4%
VAG
761
VisionPoint Advisory Group
Texas
$128K +$18.4K +93 +17%
USB
762
Union Savings Bank
Connecticut
$122K – – –
CSWM
763
Cassady Schiller Wealth Management
Ohio
$118K – – –
CCM
764
Chilton Capital Management
Texas
$117K +$44.6K +225 +61%
OP
765
Oslo Pensjonsforsikring
$113K +$114K +574 New
TFA
766
Transamerica Financial Advisors
Florida
$113K – – –
AAG
767
Armstrong Advisory Group
Massachusetts
$112K – – –
C
768
Covestor
United Kingdom
$110K +$9.52K +48 +9%
PCM
769
Penserra Capital Management
California
$109K +$595 +3 +0.5%
QC
770
Quent Capital
New York
$107K -$2.58K -13 -2%
SIM
771
Sentry Investment Management
Wisconsin
$101K -$20.8K -105 -17%
AA
772
Alta Advisers
United Kingdom
$98.5K – – –
BC
773
Broadwater Capital
Massachusetts
$98.5K – – –
WOC
774
West Oak Capital
California
$98.5K – – –
FNWA
775
Financial Network Wealth Advisors
Utah
$97.5K +$98K +494 New