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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Impax Asset Management Group
501
Impax Asset Management Group
United Kingdom
$1.01M +$986K +4,150 New
Geneos Wealth Management
502
Geneos Wealth Management
Colorado
$1.01M +$545K +2,293 +124%
Voloridge Investment Management
503
Voloridge Investment Management
Florida
$1M -$22.1M -92,994 -96%
Empirical Finance
504
Empirical Finance
Pennsylvania
$989K +$7.37K +31 +0.8%
Diversify Advisory Services
505
Diversify Advisory Services
Utah
$988K +$894K +3,763 New
BFO
506
Biltmore Family Office
North Carolina
$979K – – –
KFA
507
Kelleher Financial Advisors
New York
$973K -$21.4K -90 -2%
BO
508
Bank OZK
Arkansas
$972K – – –
CBA
509
Coastal Bridge Advisors
Connecticut
$969K +$13.5K +57 +1%
Oppenheimer & Co
510
Oppenheimer & Co
New York
$955K -$13.3K -56 -1%
DIP
511
DT Investment Partners
Pennsylvania
$941K – – –
Vestcor Inc
512
Vestcor Inc
New Brunswick, Canada
$928K +$345K +1,451 +61%
AFG
513
ABLE Financial Group
Arizona
$926K +$81.8K +344 +10%
Ritholtz Wealth Management
514
Ritholtz Wealth Management
New York
$923K +$547K +2,302 +154%
Accredited Investors
515
Accredited Investors
Minnesota
$923K – – –
SL
516
SWMG LLC
Texas
$914K +$119K +500 +16%
SWIM
517
Smallwood Wealth Investment Management
New Jersey
$911K +$41.4K +174 +5%
Northwestern Mutual Investment Management Company
518
Northwestern Mutual Investment Management Company
Wisconsin
$911K +$6.18K +26 +0.7%
MWM
519
MGB Wealth Management
Texas
$909K -$30.7K -129 -3%
Mission Wealth Management
520
Mission Wealth Management
California
$909K +$25.2K +106 +3%
SPA
521
Sherbrooke Park Advisers
New York
$904K +$524K +2,205 +145%
CMA
522
Cedar Mountain Advisors
Oregon
$901K +$3.09K +13 +0.4%
Quadrant Capital Group
523
Quadrant Capital Group
Ohio
$896K -$107K -451 -11%
Bradley Foster & Sargent
524
Bradley Foster & Sargent
Connecticut
$893K +$179K +753 +26%
Bessemer Group
525
Bessemer Group
New Jersey
$886K +$43K +181 +5%