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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Merit Financial Group
501
Merit Financial Group
Georgia
$524K +$154K +868 +42%
BFA
502
Beaumont Financial Advisors
Massachusetts
$522K +$1.06K +6 +0.2%
AFG
503
Albion Financial Group
Utah
$517K +$1.77K +10 +0.3%
FTDI
504
First Trust Direct Indexing
Massachusetts
$513K +$17.7K +100 +4%
CIA
505
Compass Ion Advisors
Pennsylvania
$507K +$502K +2,834 New
Verition Fund Management
506
Verition Fund Management
Connecticut
$501K +$205K +1,155 +70%
P
507
Pitcairn
Pennsylvania
$498K +$42K +237 +9%
SB
508
Simmons Bank
Arkansas
$497K – – –
CT
509
Chicago Trust
Illinois
$488K – – –
Bradley Foster & Sargent
510
Bradley Foster & Sargent
Connecticut
$488K – – –
PWAG
511
Polaris Wealth Advisory Group
California
$485K +$479K +2,707 New
WA
512
WealthTrust Axiom
Pennsylvania
$480K – – –
PCM
513
Prelude Capital Management
New York
$479K +$9.56K +54 +2%
Huntington National Bank
514
Huntington National Bank
Ohio
$476K +$886 +5 +0.2%
AAM
515
AMI Asset Management
California
$473K -$30.5K -172 -6%
OAM
516
Ostrum Asset Management
France
$470K -$815K -4,603 -64%
Alberta Investment Management Corp (AIMCo)
517
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$466K – – –
UH
518
Unigestion Holding
Switzerland
$465K -$138K -780 -23%
ECM
519
Everence Capital Management
Indiana
$465K – – –
Guggenheim Capital
520
Guggenheim Capital
Illinois
$456K -$89.6K -506 -17%
Mather Group
521
Mather Group
Illinois
$450K +$1.59K +9 +0.4%
Clark Capital Management Group
522
Clark Capital Management Group
Pennsylvania
$448K +$531 +3 +0.1%
Brown Brothers Harriman & Co
523
Brown Brothers Harriman & Co
New York
$448K +$326K +1,842 +280%
IFU
524
iSAM Funds (UK)
United Kingdom
$447K +$22.3K +126 +5%
VFA
525
Voya Financial Advisors
Connecticut
$443K -$1.24K -7 -0.3%