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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
476
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$407K -$55K -379 -12%
TI
477
Tidal Investments
Wisconsin
$404K -$247K -1,705 -38%
Carson Wealth (CWM LLC)
478
Carson Wealth (CWM LLC)
Nebraska
$397K +$24.1K +166 +6%
RMC
479
Resources Management Corp
Connecticut
$396K – – –
PP
480
Prudential plc
United Kingdom
$395K -$2.27M -15,662 -85%
BF
481
BOK Financial
Oklahoma
$391K +$6.53K +45 +2%
CT
482
Chicago Trust
Illinois
$389K -$1.02K -7 -0.3%
NW
483
NewEdge Wealth
Pennsylvania
$388K +$395K +2,721 New
AFG
484
Albion Financial Group
Utah
$387K -$59.8K -412 -13%
PWAG
485
Polaris Wealth Advisory Group
California
$386K – – –
WA
486
WealthTrust Axiom
Pennsylvania
$382K – – –
MMPW
487
Mitchell McLeod Pugh & Williams
Alabama
$380K – – –
AAS
488
Avantax Advisory Services
Texas
$380K +$7.11K +49 +2%
CCP
489
Corient Capital Partners
California
$380K +$57.9K +399 +18%
BAMF
490
BI Asset Management Fondsmaeglerselskab
Denmark
$378K +$79.7K +549 +26%
P
491
Pitcairn
Pennsylvania
$371K – – –
ECM
492
Everence Capital Management
Indiana
$370K -$382K -2,630 -50%
FTDI
493
First Trust Direct Indexing
Massachusetts
$367K +$35.3K +243 +10%
LNWWM
494
Laird Norton Wetherby Wealth Management
California
$366K -$3.48K -24 -0.9%
IC
495
Inscription Capital
Texas
$364K +$370K +2,550 New
RIM
496
Redpoint Investment Management
Australia
$361K – – –
DDC
497
DF Dent & Co
Maryland
$361K +$2.61K +18 +0.7%
CT
498
Cambridge Trust
Massachusetts
$361K +$9K +62 +3%
PWMG
499
Prestige Wealth Management Group
New Jersey
$353K – – –
IC
500
IEQ Capital
California
$352K +$68.5K +472 +24%