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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CSI
801
Cross Staff Investments
New York
$215K +$209K +1,000 New
JE
802
JMAC Enterprises
Pennsylvania
$215K +$209K +1,000 New
Brown Brothers Harriman & Co
803
Brown Brothers Harriman & Co
New York
$215K +$68.8K +329 +49%
RB
804
Renasant Bank
Mississippi
$215K +$209K +998 New
D.A. Davidson & Co
805
D.A. Davidson & Co
Montana
$212K +$206K +987 New
Prime Capital Investment Advisors
806
Prime Capital Investment Advisors
Kansas
$210K +$205K +978 New
CCA
807
Cadent Capital Advisors
Oklahoma
$210K -$66.9K -320 -25%
CP
808
Covenant Partners
Tennessee
$209K +$204K +973 New
LNB
809
Ledyard National Bank
$208K +$202K +968 New
SFG
810
Sunburst Financial Group
Alabama
$207K +$202K +965 New
NAS
811
Nicolet Advisory Services
Wisconsin
$207K -$10.7K -51 -5%
GA
812
Goldstein Advisors
Wisconsin
$207K +$201K +963 New
Avantax Planning Partners
813
Avantax Planning Partners
Iowa
$205K +$200K +955 New
WCA
814
Westover Capital Advisors
Delaware
$205K +$200K +955 New
Parallel Advisors
815
Parallel Advisors
California
$205K +$28.7K +137 +17%
CT
816
Colonial Trust
South Carolina
$204K +$418 +2 +0.2%
Great Valley Advisor Group
817
Great Valley Advisor Group
Delaware
$204K +$199K +952 New
OC
818
Oarsman Capital
Wisconsin
$201K -$20.1K -96 -9%
AA
819
AlphaCentric Advisors
Puerto Rico
$200K -$13K -62 -6%
CFM
820
Catalyst Funds Management
Australia
$194K +$188K +900 New
Livforsakringsbolaget Skandia
821
Livforsakringsbolaget Skandia
Sweden
$191K +$122K +581 +190%
Edmond de Rothschild Holding
822
Edmond de Rothschild Holding
Switzerland
$190K – – –
TCOV
823
Trust Company of Vermont
Vermont
$184K +$3.35K +16 +2%
VAG
824
VisionPoint Advisory Group
Texas
$176K +$35.6K +170 +26%
QL
825
Quarry LP
New York
$172K +$146K +696 +657%