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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
826
Seaside Wealth Management
California
$244K -$1.6K -7 -0.6%
PA
827
Parallel Advisors
California
$244K +$5.47K +24 +2%
MPWT
828
MassMutual Private Wealth & Trust
Connecticut
$243K -$47K -206 -16%
SCTC
829
Sanibel Captiva Trust Company
Florida
$243K
CPIG
830
Chicago Partners Investment Group
Illinois
$242K -$302K -1,323 -53%
CICI
831
Capital Investment Counsel Inc
North Carolina
$240K
PWM
832
Perigon Wealth Management
California
$240K -$14.8K -65 -6%
PFG
833
Prosperity Financial Group
California
$239K -$18.7K -82 -7%
EBA
834
Eagle Bay Advisors
New York
$238K
KCA
835
Kastel Capital Advisors
Massachusetts
$238K +$243K +1,067 New
CT
836
Colonial Trust
South Carolina
$237K +$23.9K +105 +11%
SAM
837
Smartleaf Asset Management
Massachusetts
$236K -$37.9K -166 -14%
First Manhattan
838
First Manhattan
New York
$235K
PBC
839
Pavion Blue Capital
California
$235K
PA
840
Profund Advisors
Maryland
$235K -$53.8K -236 -18%
AWP
841
Ascent Wealth Partners
New York
$235K -$59.3K -260 -20%
MFA
842
Mayflower Financial Advisors
Massachusetts
$229K -$5.93K -26 -2%
CI Investments Inc
843
CI Investments Inc
Ontario, Canada
$228K -$555K -2,433 -70%
ML
844
McAdam LLC
Pennsylvania
$228K -$9.35K -41 -4%
BWA
845
Bestgate Wealth Advisors
Maryland
$227K -$33.5K -147 -13%
APP
846
Avantax Planning Partners
Iowa
$227K -$22.8K -100 -9%
MIM
847
Moseley Investment Management
Florida
$225K
FWCM
848
Ferguson Wellman Capital Management
Oregon
$225K +$230K +1,007 New
AC
849
Avestar Capital
New York
$225K -$3.88K -17 -2%
FPH
850
Financial Planning Hawaii
Hawaii
$224K +$229K +1,005 New