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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Bartlett & Co Wealth Management
776
Bartlett & Co Wealth Management
Ohio
$136K – – –
Brown Brothers Harriman & Co
777
Brown Brothers Harriman & Co
New York
$135K -$3.83K -19 -3%
Blue Trust Inc
778
Blue Trust Inc
Georgia
$131K -$174K -863 -57%
USB
779
Union Savings Bank
Connecticut
$127K – – –
SIM
780
Sentry Investment Management
Wisconsin
$126K – – –
CSWM
781
Cassady Schiller Wealth Management
Ohio
$123K – – –
AAG
782
Armstrong Advisory Group
Massachusetts
$117K – – –
GM
783
GeoWealth Management
Illinois
$117K +$41.1K +204 +55%
TFA
784
Transamerica Financial Advisors
Florida
$117K -$2.82K -14 -2%
EverSource Wealth Advisors
785
EverSource Wealth Advisors
Alabama
$114K +$11.1K +55 +10%
VAG
786
VisionPoint Advisory Group
Texas
$114K +$43.4K +215 +63%
QC
787
Quent Capital
New York
$114K +$2.02K +10 +2%
Farther Finance Advisors
788
Farther Finance Advisors
California
$112K -$605 -3 -0.5%
Penserra Capital Management
789
Penserra Capital Management
California
$111K -$245K -1,214 -69%
IFP Advisors
790
IFP Advisors
Florida
$109K +$25K +124 +30%
C
791
Covestor
United Kingdom
$104K +$8.67K +43 +9%
AA
792
Alta Advisers
United Kingdom
$102K – – –
BC
793
Broadwater Capital
Massachusetts
$102K – – –
HCM
794
Highlander Capital Management
New Jersey
$102K – – –
WOC
795
West Oak Capital
California
$102K – – –
DFA
796
DHJJ Financial Advisors
Illinois
$101K -$202 -1 -0.2%
LWA
797
Lowe Wealth Advisors
Maryland
$101K – – –
Harbour Investments
798
Harbour Investments
Wisconsin
$99.2K +$24.2K +120 +33%
LWANC
799
Laurel Wealth Advisors (North Carolina)
North Carolina
$98.9K -$2.02K -10 -2%
WhitTier Trust Company
800
WhitTier Trust Company
Nevada
$96.3K – – –