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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
501
Crawford Investment Counsel
Georgia
$743K -$69K -457 -8%
OAM
502
Ostrum Asset Management
France
$739K +$295K +1,951 +57%
BCI
503
Brinker Capital Investments
Pennsylvania
$739K +$154K +1,021 +23%
CMA
504
Cedar Mountain Advisors
Oregon
$738K +$604 +4 +0.1%
LFG
505
Larson Financial Group
Missouri
$737K +$220K +1,460 +37%
GWANC
506
Guardian Wealth Advisors (North Carolina)
North Carolina
$734K -$1.43M -9,455 -64%
VSQM
507
V-Square Quantitative Management
Illinois
$732K +$129K +857 +19%
LF
508
Lee Financial
Texas
$730K -$497K -3,288 -38%
WWM
509
Western Wealth Management
Colorado
$719K -$98.3K -651 -11%
VA
510
Vident Advisory
Georgia
$719K -$51.5K -341 -6%
Vanguard National Trust
511
Vanguard National Trust
Pennsylvania
$718K +$188K +1,245 +31%
VI
512
Vestcor Inc
New Brunswick, Canada
$714K -$217K -1,438 -22%
1C
513
111 Capital
France
$710K +$477K +3,160 +156%
UBP
514
Union Bancaire Privee
Switzerland
$705K +$28.5K +189 +4%
KeyBank National Association
515
KeyBank National Association
Ohio
$703K +$209K +1,384 +37%
ATPW
516
Ashton Thomas Private Wealth
Arizona
$702K -$41.5K -275 -5%
BFO
517
Biltmore Family Office
North Carolina
$700K -$453 -3 -0.1%
RIL
518
Rothschild Investment LLC
Illinois
$698K +$479K +3,170 +165%
LCM
519
Logan Capital Management
Pennsylvania
$685K +$755K +5,000 New
TH
520
TCTC Holdings
Texas
$677K -$98.2K -650 -12%
AC
521
Allstate Corporation
Illinois
$674K -$1.74M -11,523 -70%
BJL
522
Brighton Jones LLC
Washington
$673K -$496K -3,281 -40%
MIM
523
Morningstar Investment Management
Illinois
$668K – – –
GWP
524
Gen-Wealth Partners
Michigan
$667K +$264K +1,747 +56%
JE
525
JMAC Enterprises
Pennsylvania
$657K +$725K +4,800 New