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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WA
526
Wealth Alliance
New York
$380K -$5.8K -40 -2%
Vontobel Holding
527
Vontobel Holding
Switzerland
$372K +$377K +2,598 New
JF
528
Jump Financial
Illinois
$371K +$352K +2,426 New
NGA
529
Naples Global Advisors
Florida
$368K
KFA
530
Krane Funds Advisors
New York
$361K -$70.5K -486 -17%
Acadian Asset Management
531
Acadian Asset Management
Massachusetts
$359K +$227K +1,567 +202%
CPA
532
Court Place Advisors
Maryland
$355K
BUB
533
BBVA USA Bancshares
Texas
$351K -$32.1K -221 -9%
MWM
534
Mission Wealth Management
California
$349K
CSS
535
Cubist Systematic Strategies
Connecticut
$347K -$4.37M -30,103 -93%
BB
536
Busey Bank
Illinois
$346K -$14.5K -100 -4%
SWM
537
Segment Wealth Management
Texas
$344K
PVH
538
Psagot Value Holdings
Israel
$343K
E
539
Ergoteles
New York
$343K +$324K +2,236 New
DDC
540
DF Dent & Co
Maryland
$340K +$1.16K +8 +0.4%
AWM
541
Aberdeen Wealth Management
Illinois
$336K
FC
542
FORA Capital
Florida
$336K +$13.3K +92 +4%
OC
543
Oppenheimer & Co
New York
$336K +$318K +2,195 New
HCM
544
Hilton Capital Management
New York
$335K -$4.06K -28 -1%
PWMG
545
Prestige Wealth Management Group
New Jersey
$332K -$6.24K -43 -2%
ESCM
546
Echo Street Capital Management
New York
$332K +$315K +2,170 New
IFS
547
Ifrah Financial Services
Arkansas
$330K +$1.89K +13 +0.6%
EWM
548
Evercore Wealth Management
New York
$323K +$10.9K +75 +4%
TCBWMS
549
Texas Capital Bank Wealth Management Services
Texas
$319K +$10.2K +70 +3%
PA
550
Procyon Advisors
Connecticut
$313K -$580 -4 -0.2%