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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BOK Financial
501
BOK Financial
Oklahoma
$435K +$43.3K +267 +10%
Pacer Advisors
502
Pacer Advisors
Pennsylvania
$426K +$448K +2,762 +1,477%
Bradley Foster & Sargent
503
Bradley Foster & Sargent
Connecticut
$417K – – –
BFA
504
Beaumont Financial Advisors
Massachusetts
$416K – – –
ATC
505
Argent Trust Co
Tennessee
$406K -$33.9K -209 -7%
SCM
506
Stevens Capital Management
Pennsylvania
$403K +$453K +2,792 New
Graham Capital Management
507
Graham Capital Management
Connecticut
$402K +$453K +2,791 New
CT
508
Chicago Trust
Illinois
$393K – – –
AFG
509
Albion Financial Group
Utah
$393K +$1.46K +9 +0.3%
Empirical Finance
510
Empirical Finance
Pennsylvania
$393K +$75.5K +465 +21%
PWAG
511
Polaris Wealth Advisory Group
California
$389K – – –
BAM
512
Blueshift Asset Management
New Jersey
$387K +$436K +2,684 New
WA
513
WealthTrust Axiom
Pennsylvania
$386K – – –
SB
514
Simmons Bank
Arkansas
$382K -$125K -773 -23%
RMC
515
Resources Management Corp
Connecticut
$381K -$21.9K -135 -5%
CCP
516
Corient Capital Partners
California
$380K +$487 +3 +0.1%
FTDI
517
First Trust Direct Indexing
Massachusetts
$380K +$9.25K +57 +2%
Old National Bancorp
518
Old National Bancorp
Indiana
$380K +$54.2K +334 +15%
Cerity Partners
519
Cerity Partners
New York
$379K +$152K +938 +55%
ECM
520
Everence Capital Management
Indiana
$375K – – –
P
521
Pitcairn
Pennsylvania
$374K -$1.95K -12 -0.5%
NIM
522
NuWave Investment Management
New Jersey
$369K +$415K +2,560 New
RIM
523
Redpoint Investment Management
Australia
$366K – – –
PWMG
524
Prestige Wealth Management Group
New Jersey
$361K +$3.9K +24 +1%
Fulton Bank
525
Fulton Bank
Pennsylvania
$361K +$73.4K +452 +22%