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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
EverSource Wealth Advisors
851
EverSource Wealth Advisors
Alabama
$163K +$14.3K +64 +10%
WhitTier Trust Company
852
WhitTier Trust Company
Nevada
$161K +$20.6K +92 +15%
Smartleaf Asset Management
853
Smartleaf Asset Management
Massachusetts
$157K +$43K +192 +38%
QL
854
Quarry LP
New York
$151K -$29.6K -132 -16%
Brooklyn Investment Group
855
Brooklyn Investment Group
New York
$150K +$672 +3 +0.5%
Bartlett & Co Wealth Management
856
Bartlett & Co Wealth Management
Ohio
$148K – – –
SAM
857
S.A. Mason
Michigan
$147K – – –
FA
858
Fedenia Advisers
Wisconsin
$146K +$144K +645 New
Clearstead Advisors
859
Clearstead Advisors
Ohio
$144K -$22.6K -101 -14%
USB
860
Union Savings Bank
Connecticut
$140K – – –
CSWM
861
Cassady Schiller Wealth Management
Ohio
$138K +$2.24K +10 +2%
OC
862
Oarsman Capital
Wisconsin
$136K -$75K -335 -36%
KSB
863
Kennebec Savings Bank
Maine
$135K – – –
Exchange Traded Concepts
864
Exchange Traded Concepts
Oklahoma
$132K -$11.6K -52 -8%
Harbour Investments
865
Harbour Investments
Wisconsin
$130K +$21.3K +95 +20%
AAG
866
Armstrong Advisory Group
Massachusetts
$129K – – –
C
867
Covestor
United Kingdom
$127K +$7.39K +33 +6%
QC
868
Quent Capital
New York
$125K +$7.84K +35 +7%
MassMutual Private Wealth & Trust
869
MassMutual Private Wealth & Trust
Connecticut
$119K +$12.8K +57 +12%
Kestra Investment Management
870
Kestra Investment Management
Texas
$115K +$114K +508 New
BC
871
Broadwater Capital
Massachusetts
$113K – – –
BOTPPF
872
Board of the Pension Protection Fund
United Kingdom
$113K +$112K +500 New
WOC
873
West Oak Capital
California
$113K – – –
DFA
874
DHJJ Financial Advisors
Illinois
$111K – – –
LWA
875
Lowe Wealth Advisors
Maryland
$111K – – –