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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
DFG
476
Delta Financial Group
New Jersey
$438K +$459K +3,230 New
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$437K +$8.95K +63 +2%
TCM
478
Tributary Capital Management
Nebraska
$437K +$21.5K +151 +5%
KCFA
479
Key Client Fiduciary Advisors
New Jersey
$437K +$463K +3,257 New
BOK Financial
480
BOK Financial
Oklahoma
$436K +$33.4K +235 +8%
GA
481
Gateway Advisory
New Jersey
$432K – – –
WFA
482
Websterrogers Financial Advisors
South Carolina
$431K – – –
United Capital Financial Advisors
483
United Capital Financial Advisors
Texas
$430K -$111K -780 -20%
BI Asset Management Fondsmaeglerselskab
484
BI Asset Management Fondsmaeglerselskab
Denmark
$429K +$235K +1,654 +107%
NewEdge Wealth
485
NewEdge Wealth
Pennsylvania
$426K +$14.5K +102 +3%
SWK
486
Stephen W. Kidder
$409K +$433K +3,050 New
Fulton Bank
487
Fulton Bank
Pennsylvania
$408K +$77.1K +543 +22%
FIM
488
Freedom Investment Management
Connecticut
$407K -$299K -2,103 -41%
TD Private Client Wealth
489
TD Private Client Wealth
New York
$404K -$15.3K -108 -3%
Empirical Finance
490
Empirical Finance
Pennsylvania
$398K +$35.1K +247 +9%
PWAG
491
Polaris Wealth Advisory Group
California
$389K – – –
Bradley Foster & Sargent
492
Bradley Foster & Sargent
Connecticut
$387K – – –
FTDI
493
First Trust Direct Indexing
Massachusetts
$386K +$35.2K +248 +9%
BFA
494
Beaumont Financial Advisors
Massachusetts
$386K -$1.14K -8 -0.3%
IEQ Capital
495
IEQ Capital
California
$382K -$113K -792 -22%
BRWA
496
B. Riley Wealth Advisors
Florida
$377K -$178K -1,254 -31%
AAM
497
AMI Asset Management
California
$376K +$74.9K +527 +23%
Old National Bancorp
498
Old National Bancorp
Indiana
$368K +$16.1K +113 +4%
CT
499
Chicago Trust
Illinois
$366K – – –
Private Advisor Group
500
Private Advisor Group
New Jersey
$364K -$96.5K -679 -13%