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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TW
451
TrinityPoint Wealth
Connecticut
$537K +$31.7K +223 +6%
BO
452
Bank OZK
Arkansas
$537K
CCM
453
CAAS Capital Management
New York
$537K +$568K +4,000 New
BPC
454
Banque Pictet & Cie
Switzerland
$535K -$19.7K -139 -3%
AAS
455
Avantax Advisory Services
Texas
$535K +$138K +969 +32%
QCG
456
Quadrant Capital Group
Ohio
$534K -$48.6K -342 -8%
1832 Asset Management
457
1832 Asset Management
Ontario, Canada
$529K +$28.7K +202 +5%
CCP
458
Clarkston Capital Partners
Michigan
$523K
IMOV
459
Investment Management of Virginia
Virginia
$521K -$83.1K -585 -13%
CMA
460
Cedar Mountain Advisors
Oregon
$500K +$284 +2 +0.1%
NMIMC
461
Northwestern Mutual Investment Management Company
Wisconsin
$495K -$94.6K -666 -15%
IEFM
462
IQ EQ Fund Management
Ireland
$493K
PTC
463
Petrus Trust Company
Texas
$492K +$521K +3,667 New
EAM
464
Eukles Asset Management
Ohio
$485K +$2.13K +15 +0.4%
EI
465
Ethic Inc
New York
$484K -$536K -3,774 -51%
AI
466
Accredited Investors
Minnesota
$479K -$103K -727 -17%
PTP
467
Platform Technology Partners
New York
$478K
IIC
468
Ironwood Investment Counsel
Arizona
$468K -$56.4K -397 -6%
Fiera Capital (Canada)
469
Fiera Capital (Canada)
Quebec, Canada
$457K -$1.8M -12,680 -79%
MWM
470
Mission Wealth Management
California
$453K -$3.41K -24 -0.7%
VF
471
Virtu Financial
New York
$451K -$844K -5,941 -64%
GCMG
472
Gyroscope Capital Management Group
Florida
$447K -$3.69K -26 -0.8%
DBRC
473
D.B. Root & Company
Pennsylvania
$443K +$142 +1 +0%
MG
474
Mather Group
Illinois
$441K +$467K +3,289 New
MMPW
475
Mitchell McLeod Pugh & Williams
Alabama
$440K