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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
401
Forza Wealth Management
Florida
$832K +$813K +5,679 New
KIC
402
Kensington Investment Counsel
California
$828K +$808K +5,647 New
PFS
403
Prospera Financial Services
Texas
$811K +$18K +126 +2%
EI
404
Ethic Inc
New York
$808K +$272K +1,901 +53%
Cerity Partners
405
Cerity Partners
New York
$803K -$50.2K -351 -6%
NGA
406
Naples Global Advisors
Florida
$801K +$62.2K +435 +9%
NMERB
407
New Mexico Educational Retirement Board
New Mexico
$799K -$28.6K -200 -4%
BPA
408
Beacon Pointe Advisors
California
$789K +$103K +720 +15%
CFA
409
CWS Financial Advisors
Michigan
$788K -$68.8K -481 -8%
PAG
410
Private Advisor Group
New Jersey
$776K +$95.9K +670 +14%
Axa
411
Axa
France
$773K -$4.85M -33,893 -87%
MLICM
412
Metropolitan Life Insurance Company (MetLife)
New York
$771K -$201K -1,408 -21%
PP
413
Prudential plc
United Kingdom
$748K -$323K -2,258 -31%
EOJOAM
414
E. Ohman J:or Asset Management
Sweden
$748K
Bessemer Group
415
Bessemer Group
New Jersey
$746K -$11.2K -78 -2%
MC
416
Machina Capital
France
$738K +$84.3K +589 +13%
JIC
417
Johnson Investment Counsel
Ohio
$727K -$55.1K -385 -7%
Wealthfront Advisers
418
Wealthfront Advisers
California
$717K +$57.8K +404 +9%
UB
419
UMB Bank
Missouri
$706K -$2.43K -17 -0.4%
RJT
420
Raymond James Trust
Florida
$689K +$19.5K +136 +3%
HKAM
421
Horizon Kinetics Asset Management
New York
$669K
GWMI
422
Guardian Wealth Management (Illinois)
Illinois
$666K -$24.8K -173 -4%
NW
423
NewEdge Wealth
Pennsylvania
$665K +$195K +1,361 +43%
BCV
424
Banque Cantonale Vaudoise
Switzerland
$664K
KFA
425
Kelleher Financial Advisors
New York
$660K