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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BO
501
Bank OZK
Arkansas
$860K
EF
502
Empirical Finance
Pennsylvania
$850K +$18.2K +87 +2%
SW
503
Simplicity Wealth
New Jersey
$850K -$2.52M -12,042 -75%
TW
504
TrinityPoint Wealth
Connecticut
$846K -$22K -105 -3%
MFG
505
Menard Financial Group
Texas
$842K +$12.8K +61 +2%
MC
506
Machina Capital
France
$833K +$810K +3,874 New
SA
507
SRN Advisors
Pennsylvania
$831K -$1.69M -8,058 -68%
GWMI
508
Guardian Wealth Management (Illinois)
Illinois
$821K -$40.2K -192 -5%
LA
509
LVW Advisors
New York
$800K +$240K +1,147 +45%
NMIMC
510
Northwestern Mutual Investment Management Company
Wisconsin
$795K -$13.2K -63 -2%
Financial Engines Advisors
511
Financial Engines Advisors
California
$791K +$766K +3,663 New
EAM
512
Eukles Asset Management
Ohio
$791K +$9.62K +46 +1%
CMA
513
Cedar Mountain Advisors
Oregon
$789K +$418 +2 +0.1%
MWM
514
Mission Wealth Management
California
$786K +$95.2K +455 +14%
MWM
515
MGB Wealth Management
Texas
$784K
Balyasny Asset Management
516
Balyasny Asset Management
Illinois
$778K +$756K +3,616 New
Wellington Management Group
517
Wellington Management Group
Massachusetts
$776K -$23K -110 -3%
Tudor Investment Corp
518
Tudor Investment Corp
Connecticut
$776K +$755K +3,608 New
AI
519
Accredited Investors
Minnesota
$768K
PAM
520
Panagora Asset Management
Massachusetts
$767K +$61.1K +292 +9%
AFG
521
ABLE Financial Group
Arizona
$764K +$45.2K +216 +6%
SWIM
522
Smallwood Wealth Investment Management
New Jersey
$764K +$2.51K +12 +0.3%
FFA
523
Farther Finance Advisors
California
$761K -$20.9K -100 -3%
BAM
524
Blueshift Asset Management
New Jersey
$754K +$734K +3,507 New
TCM
525
Tributary Capital Management
Nebraska
$750K +$4.6K +22 +0.6%