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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Huntington National Bank
451
Huntington National Bank
Ohio
$562K -$39.9K -279 -7%
CMA
452
Cedar Mountain Advisors
Oregon
$547K +$429 +3 +0.1%
Northwestern Mutual Investment Management Company
453
Northwestern Mutual Investment Management Company
Wisconsin
$542K +$1.57K +11 +0.3%
LCWP
454
Legacy Capital Wealth Partners
Arkansas
$541K +$528K +3,693 New
IEFM
455
IQ EQ Fund Management
Ireland
$539K – – –
Metis Global Partners
456
Metis Global Partners
California
$536K +$174K +1,214 +50%
Quadrant Capital Group
457
Quadrant Capital Group
Ohio
$534K -$48.2K -337 -8%
TD Private Client Wealth
458
TD Private Client Wealth
New York
$531K +$87.7K +613 +20%
EAM
459
Eukles Asset Management
Ohio
$526K -$3.58K -25 -0.7%
Accredited Investors
460
Accredited Investors
Minnesota
$523K – – –
NP
461
Nilsine Partners
Colorado
$518K +$506K +3,534 New
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$510K +$32.1K +224 +7%
IMOV
463
Investment Management of Virginia
Virginia
$499K -$68.7K -480 -12%
Mission Wealth Management
464
Mission Wealth Management
California
$496K +$143 +1 +0%
Fiera Capital (Canada)
465
Fiera Capital (Canada)
Quebec, Canada
$485K -$14.3K -100 -3%
DBRC
466
D.B. Root & Company
Pennsylvania
$484K – – –
KCFA
467
Key Client Fiduciary Advisors
New Jersey
$477K – – –
DFG
468
Delta Financial Group
New Jersey
$473K – – –
GA
469
Gateway Advisory
New Jersey
$472K – – –
Pathstone Family Office
470
Pathstone Family Office
New Jersey
$471K -$447K -3,124 -51%
WFA
471
Websterrogers Financial Advisors
South Carolina
$470K – – –
MMPW
472
Mitchell McLeod Pugh & Williams
Alabama
$470K -$10.4K -73 -2%
EP Wealth Advisors
473
EP Wealth Advisors
California
$469K +$1.54M +10,757 +671%
PTP
474
Platform Technology Partners
New York
$464K -$57.2K -400 -11%
Empirical Finance
475
Empirical Finance
Pennsylvania
$458K +$22.5K +157 +5%