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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LA
426
Legacy Advisors
Pennsylvania
$647K +$211K +1,456 +48%
Vanguard Personalized Indexing Management
427
Vanguard Personalized Indexing Management
California
$639K -$171K -1,179 -21%
IIC
428
Ironwood Investment Counsel
Arizona
$633K -$43.1K -297 -3%
CCP
429
Clarkston Capital Partners
Michigan
$627K – – –
AI
430
Accredited Investors
Minnesota
$612K – – –
QCG
431
Quadrant Capital Group
Ohio
$609K -$90.7K -625 -13%
EMG
432
ETF Managers Group
New Jersey
$609K -$49.9K -344 -8%
DIP
433
DT Investment Partners
Pennsylvania
$609K – – –
HAG
434
HighPoint Advisor Group
Illinois
$609K +$594K +4,092 New
BRWA
435
B. Riley Wealth Advisors
Florida
$606K +$29.6K +204 +5%
VAS
436
Vestmark Advisory Solutions
Massachusetts
$594K +$226K +1,554 +59%
WP
437
WealthSource Partners
California
$590K -$6.09K -42 -1%
FA
438
FDx Advisors
Illinois
$581K +$58K +400 +11%
RWA
439
Ropes Wealth Advisors
Massachusetts
$580K – – –
HNB
440
Huntington National Bank
Ohio
$576K +$7.11K +49 +1%
ECAM
441
East Coast Asset Management
Massachusetts
$572K – – –
KRSITF
442
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$571K +$81K +558 +16%
BO
443
Bank OZK
Arkansas
$570K – – –
IEFM
444
IQ EQ Fund Management
Ireland
$568K +$84K +579 +17%
SWM
445
SeaCrest Wealth Management
New York
$566K -$57.3K -395 -9%
EI
446
Ethic Inc
New York
$560K +$145K +998 +34%
PAM
447
Paradigm Asset Management
New York
$556K +$566K +3,900 New
ACP
448
Ashfield Capital Partners
California
$546K -$19.4K -134 -3%
CAN
449
Cetera Advisor Networks
California
$539K -$580 -4 -0.1%
CMA
450
Cedar Mountain Advisors
Oregon
$531K +$290 +2 +0.1%