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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Stephens Inc
526
Stephens Inc
Arkansas
$342K +$26.9K +175 +9%
PMFA
527
Plante Moran Financial Advisors
Michigan
$341K -$35.4K -231 -10%
IFS
528
Ifrah Financial Services
Arkansas
$339K – – –
Empirical Finance
529
Empirical Finance
Pennsylvania
$331K +$37.1K +242 +13%
BI Asset Management Fondsmaeglerselskab
530
BI Asset Management Fondsmaeglerselskab
Denmark
$327K +$323K +2,102 New
E. Ohman J:or Asset Management
531
E. Ohman J:or Asset Management
Sweden
$327K +$322K +2,100 New
LAM
532
LifePro Asset Management
California
$318K – – –
CI
533
Cigna Investments
Connecticut
$317K -$95.1K -620 -23%
BCV
534
Banque Cantonale Vaudoise
Switzerland
$317K – – –
IEQ Capital
535
IEQ Capital
California
$311K -$86.1K -561 -22%
Lido Advisors
536
Lido Advisors
California
$309K -$54.3K -354 -15%
Pathstone Family Office
537
Pathstone Family Office
New Jersey
$304K -$14.9K -97 -5%
Cetera Advisors
538
Cetera Advisors
Colorado
$304K +$299K +1,951 New
TCBWMS
539
Texas Capital Bank Wealth Management Services
Texas
$303K -$3.68K -24 -1%
IndexIQ Advisors
540
IndexIQ Advisors
New York
$301K +$307 +2 +0.1%
Beacon Pointe Advisors
541
Beacon Pointe Advisors
California
$301K +$296K +1,932 New
CWC
542
Carolinas Wealth Consulting
North Carolina
$298K -$15.3K -100 -5%
SPA
543
Shore Point Advisors
New Jersey
$292K -$212K -1,380 -42%
RCM
544
Radnor Capital Management
Pennsylvania
$292K – – –
MFG
545
Menard Financial Group
Texas
$287K -$36.7K -239 -11%
IRF
546
IBM Retirement Fund
New York
$287K -$11.8K -77 -4%
MAP
547
Moody Aldrich Partners
Massachusetts
$287K +$69.5K +453 +33%
Metis Global Partners
548
Metis Global Partners
California
$287K +$283K +1,846 New
SCM
549
Spreng Capital Management
Ohio
$284K -$7.67K -50 -3%
SIC
550
Samalin Investment Counsel
New York
$283K +$279K +1,818 New