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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GWMI
426
Guardian Wealth Management (Illinois)
Illinois
$899K +$864K +4,916 New
JIC
427
Johnson Investment Counsel
Ohio
$898K
Vanguard Personalized Indexing Management
428
Vanguard Personalized Indexing Management
California
$890K +$393K +2,236 +85%
UB
429
UMB Bank
Missouri
$886K +$853K +4,851 New
SP
430
Symmetry Partners
Connecticut
$878K
CGL
431
Clarius Group LLC
Washington
$835K +$25K +142 +3%
HKAM
432
Horizon Kinetics Asset Management
New York
$834K
AIL
433
AGF Investments LLC
Ontario, Canada
$829K +$172K +980 +28%
KFA
434
Kelleher Financial Advisors
New York
$822K -$1.01M -5,730 -56%
EMG
435
ETF Managers Group
New Jersey
$820K +$37.4K +213 +5%
HLOC
436
H.L. Ormond & Company
North Carolina
$807K +$954K +5,425 New
CCP
437
Clarkston Capital Partners
Michigan
$804K -$43.9K -250 -5%
FHA
438
First Horizon Advisors
Tennessee
$798K +$97.4K +554 +15%
ECAM
439
East Coast Asset Management
Massachusetts
$795K -$220K -1,250 -22%
AI
440
Accredited Investors
Minnesota
$785K
CT
441
Cambridge Trust
Massachusetts
$783K +$325K +1,850 +76%
SAM
442
Strategy Asset Managers
California
$770K -$306K -1,741 -29%
WP
443
WealthSource Partners
California
$769K +$6.5K +37 +0.9%
SWM
444
SeaCrest Wealth Management
New York
$765K +$24.1K +137 +3%
RWA
445
Ropes Wealth Advisors
Massachusetts
$761K
CWM
446
CIBC World Markets
New York
$760K -$421K -2,393 -37%
SLAM
447
Swiss Life Asset Management
$760K -$1.37M -7,812 -65%
IWC
448
Integrated Wealth Concepts
Massachusetts
$753K +$8.26K +47 +1%
Renaissance Technologies
449
Renaissance Technologies
New York
$750K -$55.9M -318,300 -99%
PSUF
450
People's United Financial
Connecticut
$744K -$149K -850 -17%