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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
VT
501
Vise Technologies
New York
$862K
UCFA
502
United Capital Financial Advisors
Texas
$855K +$179K +940 +22%
LNWTC
503
Laird Norton Wetherby Trust Company
Washington
$841K -$585K -3,078 -37%
CRC
504
Curi RMB Capital
Illinois
$832K +$652K +3,431 +205%
BFO
505
Biltmore Family Office
North Carolina
$830K +$199K +1,050 +26%
BIA
506
BHK Investment Advisors
Alabama
$813K +$367K +1,932 +63%
IAA
507
Independent Advisor Alliance
North Carolina
$813K -$2.47M -12,993 -72%
OIAM
508
OFI Invest Asset Management
France
$810K +$235K +1,239 +33%
IFU
509
iSAM Funds (UK)
United Kingdom
$796K +$376K +1,981 +68%
PAS
510
Park Avenue Securities
New York
$784K -$292K -1,535 -24%
TCM
511
Tributary Capital Management
Nebraska
$783K +$176K +929 +24%
MSE
512
MUFG Securities EMEA
United Kingdom
$777K
FCBT
513
First Citizens Bank & Trust
North Carolina
$774K -$187K -982 -17%
NS
514
NBC Securities
Alabama
$768K -$232K -1,223 -21%
XWL
515
XXI Wealth LLC
Illinois
$767K -$231K -1,218 -21%
Envestnet Portfolio Solutions
516
Envestnet Portfolio Solutions
Illinois
$764K -$724K -3,810 -45%
SDIC
517
South Dakota Investment Council
South Dakota
$764K +$893K +4,700 New
UBP
518
Union Bancaire Privee
Switzerland
$763K +$265K +1,393 +39%
OIMU
519
Osmosis Investment Management UK
United Kingdom
$759K +$218K +1,148 +33%
BFA
520
Buttonwood Financial Advisors
Maryland
$746K +$873K +4,594 New
PI
521
PFG Investments
New York
$745K +$65.5K +345 +8%
SC
522
Savant Capital
Illinois
$740K -$85.7K -451 -9%
SAM
523
Silvercrest Asset Management
New York
$734K -$32.3K -170 -4%
QC
524
Quadrature Capital
United Kingdom
$731K +$855K +4,501 New
VSQM
525
V-Square Quantitative Management
Illinois
$729K +$222K +1,171 +35%