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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$1.01M +$545K +2,293 +124%
Voloridge Investment Management
502
Voloridge Investment Management
Florida
$1M -$22.1M -92,994 -96%
EF
503
Empirical Finance
Pennsylvania
$989K +$7.37K +31 +0.8%
DAS
504
Diversify Advisory Services
Utah
$988K +$894K +3,763 New
BFO
505
Biltmore Family Office
North Carolina
$979K
KFA
506
Kelleher Financial Advisors
New York
$973K -$21.4K -90 -2%
BO
507
Bank OZK
Arkansas
$972K
CBA
508
Coastal Bridge Advisors
Connecticut
$969K +$13.5K +57 +1%
OC
509
Oppenheimer & Co
New York
$955K -$13.3K -56 -1%
DIP
510
DT Investment Partners
Pennsylvania
$941K
VI
511
Vestcor Inc
New Brunswick, Canada
$928K +$345K +1,451 +61%
AFG
512
ABLE Financial Group
Arizona
$926K +$81.8K +344 +10%
RWM
513
Ritholtz Wealth Management
New York
$923K +$547K +2,302 +154%
AI
514
Accredited Investors
Minnesota
$923K
SL
515
SWMG LLC
Texas
$914K +$119K +500 +16%
SWIM
516
Smallwood Wealth Investment Management
New Jersey
$911K +$41.4K +174 +5%
NMIMC
517
Northwestern Mutual Investment Management Company
Wisconsin
$911K +$6.18K +26 +0.7%
MWM
518
MGB Wealth Management
Texas
$909K -$30.7K -129 -3%
MWM
519
Mission Wealth Management
California
$909K +$25.2K +106 +3%
SPA
520
Sherbrooke Park Advisers
New York
$904K +$524K +2,205 +145%
CMA
521
Cedar Mountain Advisors
Oregon
$901K +$3.09K +13 +0.4%
QCG
522
Quadrant Capital Group
Ohio
$896K -$107K -451 -11%
BFS
523
Bradley Foster & Sargent
Connecticut
$893K +$179K +753 +26%
Bessemer Group
524
Bessemer Group
New Jersey
$886K +$43K +181 +5%
JF
525
JSF Financial
California
$882K +$863K +3,630 New