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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
451
Cedar Mountain Advisors
Oregon
$547K +$429 +3 +0.1%
NMIMC
452
Northwestern Mutual Investment Management Company
Wisconsin
$542K +$1.57K +11 +0.3%
LCWP
453
Legacy Capital Wealth Partners
Arkansas
$541K +$528K +3,693 New
IEFM
454
IQ EQ Fund Management
Ireland
$539K
MGP
455
Metis Global Partners
California
$536K +$174K +1,214 +50%
QCG
456
Quadrant Capital Group
Ohio
$534K -$48.2K -337 -8%
TPCW
457
TD Private Client Wealth
New York
$531K +$87.7K +613 +20%
EAM
458
Eukles Asset Management
Ohio
$526K -$3.58K -25 -0.7%
AI
459
Accredited Investors
Minnesota
$523K
NP
460
Nilsine Partners
Colorado
$518K +$506K +3,534 New
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$510K +$32.1K +224 +7%
IMOV
462
Investment Management of Virginia
Virginia
$499K -$68.7K -480 -12%
MWM
463
Mission Wealth Management
California
$496K +$143 +1 +0%
Fiera Capital (Canada)
464
Fiera Capital (Canada)
Quebec, Canada
$485K -$14.3K -100 -3%
DBRC
465
D.B. Root & Company
Pennsylvania
$484K
KCFA
466
Key Client Fiduciary Advisors
New Jersey
$477K
DFG
467
Delta Financial Group
New Jersey
$473K
GA
468
Gateway Advisory
New Jersey
$472K
PFO
469
Pathstone Family Office
New Jersey
$471K -$1.33M -9,274 -75%
WFA
470
Websterrogers Financial Advisors
South Carolina
$470K
MMPW
471
Mitchell McLeod Pugh & Williams
Alabama
$470K -$10.4K -73 -2%
EWA
472
EP Wealth Advisors
California
$469K +$1.54M +10,757 +671%
PTP
473
Platform Technology Partners
New York
$464K -$57.2K -400 -11%
EF
474
Empirical Finance
Pennsylvania
$458K +$22.5K +157 +5%
IG
475
ING Group
Netherlands
$454K +$443K +3,099 New