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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
451
Glenmede Trust
Pennsylvania
$653K – – –
TFA
452
Teamwork Financial Advisors
Texas
$652K -$12K -79 -2%
CMA
453
Cedar Mountain Advisors
Oregon
$619K +$454 +3 +0.1%
IEFM
454
IQ EQ Fund Management
Ireland
$618K +$8.32K +55 +1%
NMIMC
455
Northwestern Mutual Investment Management Company
Wisconsin
$616K +$3.33K +22 +0.6%
QCG
456
Quadrant Capital Group
Ohio
$602K -$1.36K -9 -0.2%
EAM
457
Eukles Asset Management
Ohio
$600K +$4.84K +32 +0.9%
AI
458
Accredited Investors
Minnesota
$591K – – –
NP
459
Nilsine Partners
Colorado
$588K +$2.88K +19 +0.5%
EF
460
Empirical Finance
Pennsylvania
$588K +$64K +423 +14%
TPCW
461
TD Private Client Wealth
New York
$586K -$12.9K -85 -2%
FT
462
Fiduciary Trust
Massachusetts
$577K -$85.2K -563 -14%
MWM
463
Mission Wealth Management
California
$560K +$303 +2 +0.1%
UH
464
Unigestion Holding
Switzerland
$552K -$128K -847 -20%
ONB
465
Old National Bancorp
Indiana
$546K +$86.1K +569 +21%
SIC
466
Samalin Investment Counsel
New York
$544K +$221K +1,459 +80%
KCFA
467
Key Client Fiduciary Advisors
New Jersey
$539K – – –
ESCM
468
Echo Street Capital Management
New York
$539K -$420K -2,778 -46%
DBRC
469
D.B. Root & Company
Pennsylvania
$538K -$7.72K -51 -2%
DFG
470
Delta Financial Group
New Jersey
$535K – – –
GA
471
Gateway Advisory
New Jersey
$534K – – –
WFA
472
Websterrogers Financial Advisors
South Carolina
$532K – – –
MMPW
473
Mitchell McLeod Pugh & Williams
Alabama
$531K – – –
PTP
474
Platform Technology Partners
New York
$527K – – –
FA
475
FDx Advisors
Illinois
$510K +$95.9K +634 +26%
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