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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
426
Simplicity Solutions
Minnesota
$796K +$94K +552 +13%
QP
427
Quilter Plc
United Kingdom
$795K +$88.4K +519 +12%
SP
428
Symmetry Partners
Connecticut
$789K – – –
RBA
429
Richard Bernstein Advisors
New York
$778K – – –
CCP
430
Clarkston Capital Partners
Michigan
$775K -$341K -2,000 -30%
HKAM
431
Horizon Kinetics Asset Management
New York
$761K – – –
JF
432
Jump Financial
Illinois
$756K +$773K +4,537 New
ESCM
433
Echo Street Capital Management
New York
$755K -$16.2M -95,121 -95%
CGL
434
Clarius Group LLC
Washington
$738K +$4.6K +27 +0.6%
QT
435
Quantbot Technologies
New York
$732K +$748K +4,393 New
EMG
436
ETF Managers Group
New Jersey
$719K +$59.3K +348 +9%
AI
437
Accredited Investors
Minnesota
$716K – – –
DIP
438
DT Investment Partners
Pennsylvania
$712K – – –
MSCM
439
McElhenny Sheffield Capital Management
Texas
$696K +$712K +4,178 New
WP
440
WealthSource Partners
California
$695K +$19.8K +116 +3%
RWA
441
Ropes Wealth Advisors
Massachusetts
$694K +$6.81K +40 +1%
UCFA
442
United Capital Financial Advisors
Texas
$682K -$19.2K -113 -3%
IWC
443
Integrated Wealth Concepts
Massachusetts
$679K +$42.4K +249 +7%
PFS
444
Prospera Financial Services
Texas
$675K -$1.87K -11 -0.3%
SWM
445
SeaCrest Wealth Management
New York
$674K -$511 -3 -0.1%
SFSG
446
Sound Financial Strategies Group
Mississippi
$672K +$22.7K +133 +3%
BFO
447
Biltmore Family Office
North Carolina
$669K – – –
BO
448
Bank OZK
Arkansas
$667K – – –
ACP
449
Ashfield Capital Partners
California
$661K – – –
GCMG
450
Gyroscope Capital Management Group
Florida
$658K -$34.2K -201 -5%
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