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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
826
Capstone Investment Advisors
New York
$168K -$149K -714 -48%
TFA
827
Toth Financial Advisory
Virginia
$166K – – –
Clearstead Advisors
828
Clearstead Advisors
Ohio
$158K +$56.9K +272 +59%
HDIM
829
Hanson & Doremus Investment Management
Vermont
$151K – – –
NC
830
nVerses Capital
Florida
$151K +$146K +700 New
AssetMark Inc
831
AssetMark Inc
California
$143K +$78.9K +377 +130%
Brooklyn Investment Group
832
Brooklyn Investment Group
New York
$142K +$138K +662 New
EverSource Wealth Advisors
833
EverSource Wealth Advisors
Alabama
$142K -$837 -4 -0.6%
Bartlett & Co Wealth Management
834
Bartlett & Co Wealth Management
Ohio
$141K – – –
SAM
835
S.A. Mason
Michigan
$140K – – –
Exchange Traded Concepts
836
Exchange Traded Concepts
Oklahoma
$137K +$133K +635 New
WhitTier Trust Company
837
WhitTier Trust Company
Nevada
$134K +$62.7K +300 +93%
USB
838
Union Savings Bank
Connecticut
$133K – – –
CSWM
839
Cassady Schiller Wealth Management
Ohio
$129K – – –
KSB
840
Kennebec Savings Bank
Maine
$129K +$125K +600 New
IAIM
841
International Assets Investment Management
Florida
$128K +$124K +594 New
OP
842
Oslo Pensjonsforsikring
$123K – – –
AAG
843
Armstrong Advisory Group
Massachusetts
$123K – – –
Penserra Capital Management
844
Penserra Capital Management
California
$118K +$1.25K +6 +1%
C
845
Covestor
United Kingdom
$113K -$6.28K -30 -5%
QC
846
Quent Capital
New York
$111K -$5.02K -24 -4%
SIM
847
Sentry Investment Management
Wisconsin
$110K – – –
AA
848
Alta Advisers
United Kingdom
$108K – – –
BC
849
Broadwater Capital
Massachusetts
$108K – – –
WOC
850
West Oak Capital
California
$108K – – –