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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
426
Horizon Kinetics Asset Management
New York
$756K – – –
TCM
427
Teza Capital Management
Illinois
$755K +$690K +4,561 New
Squarepoint
428
Squarepoint
New York
$749K -$1.04M -6,879 -60%
KFA
429
Kelleher Financial Advisors
New York
$745K – – –
DAC
430
Dividend Assets Capital
South Carolina
$736K -$464K -3,068 -41%
1832 Asset Management
431
1832 Asset Management
Ontario, Canada
$732K +$30.3K +200 +5%
OSAM
432
O'Shaughnessy Asset Management
Connecticut
$731K +$49K +324 +8%
PFO
433
Pathstone Family Office
New Jersey
$731K +$199K +1,315 +43%
GWMI
434
Guardian Wealth Management (Illinois)
Illinois
$727K -$22.7K -150 -3%
DIP
435
DT Investment Partners
Pennsylvania
$719K – – –
RWA
436
Ropes Wealth Advisors
Massachusetts
$717K – – –
VIA
437
Vident Investment Advisory
Georgia
$714K +$330K +2,178 +102%
AAS
438
Avantax Advisory Services
Texas
$714K +$20.9K +138 +3%
SP
439
Symmetry Partners
Connecticut
$713K – – –
BRWA
440
B. Riley Wealth Advisors
Florida
$711K +$14.4K +95 +2%
KRSITF
441
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$701K +$7.11K +47 +1%
SF
442
Summit Financial
New Jersey
$697K +$635K +4,193 New
PAG
443
Private Advisor Group
New Jersey
$692K -$174K -1,152 -22%
NW
444
NewEdge Wealth
Pennsylvania
$689K -$56.3K -372 -8%
EWA
445
EP Wealth Advisors
California
$681K -$1.64M -10,844 -88%
V
446
Veritable
Delaware
$678K +$454 +3 +0.1%
TW
447
TrinityPoint Wealth
Connecticut
$677K +$3.93K +26 +0.6%
BFO
448
Biltmore Family Office
North Carolina
$665K -$416K -2,750 -41%
ECAM
449
East Coast Asset Management
Massachusetts
$665K – – –
BO
450
Bank OZK
Arkansas
$663K – – –