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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
476
Hantz Financial Services
Michigan
$1.03M -$40.2K -192 -4%
FTDI
477
First Trust Direct Indexing
Massachusetts
$1.03M +$181K +864 +22%
FC
478
FORA Capital
Florida
$997K +$13.8K +66 +1%
LAM
479
LECAP Asset Management
United Kingdom
$987K +$960K +4,592 New
SF
480
Summit Financial
New Jersey
$974K -$23.6K -113 -2%
FT
481
Fiduciary Trust
Massachusetts
$962K +$12.8K +61 +1%
PPC
482
Park Place Capital
Alabama
$955K +$259K +1,238 +39%
PI
483
PFG Investments
New York
$951K +$301K +1,438 +48%
HAG
484
HighPoint Advisor Group
Illinois
$951K +$12.3K +59 +1%
HH
485
Hilltop Holdings
Texas
$950K +$120K +576 +15%
GT
486
Glenmede Trust
Pennsylvania
$950K +$29.9K +143 +3%
NW
487
NewEdge Wealth
Pennsylvania
$945K -$9.83K -47 -1%
NIM
488
NEOS Investment Management
Connecticut
$944K +$170K +812 +23%
CIBC World Market
489
CIBC World Market
Ontario, Canada
$932K +$164K +786 +22%
DIP
490
DT Investment Partners
Pennsylvania
$919K
NWMG
491
Nicholson Wealth Management Group
South Carolina
$915K +$890K +4,256 New
WIA
492
World Investment Advisors
California
$909K +$87K +416 +11%
CG
493
Clarus Group
Texas
$901K +$281K +1,344 +47%
VAS
494
Vestmark Advisory Solutions
Massachusetts
$893K -$28.7K -137 -3%
CG
495
Caprock Group
Idaho
$888K +$92K +440 +12%
OAC
496
OMERS Administration Corp
Ontario, Canada
$878K
CCM
497
Crew Capital Management
Ohio
$874K -$97.3K -465 -10%
BFO
498
Biltmore Family Office
North Carolina
$867K +$3.14K +15 +0.4%
ECAM
499
East Coast Asset Management
Massachusetts
$863K
KFA
500
Kelleher Financial Advisors
New York
$861K