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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
526
Ritholtz Wealth Management
New York
$360K +$405K +2,495 New
CT
527
Cambridge Trust
Massachusetts
$359K -$8.12K -50 -2%
CPA
528
Court Place Advisors
Maryland
$350K
TI
529
Tidal Investments
Wisconsin
$344K -$72.5K -447 -16%
CTC
530
Central Trust Company
Missouri
$342K +$6.82K +42 +2%
AP
531
Americana Partners
Texas
$331K
SYBT
532
Stock Yards Bank & Trust
Kentucky
$331K
AAM
533
AMI Asset Management
California
$328K -$13.3K -82 -3%
HWA
534
Heritage Wealth Advisors
Virginia
$328K -$5.84K -36 -2%
SWM
535
Segment Wealth Management
Texas
$324K
GT
536
Glenmede Trust
Pennsylvania
$318K -$41.1K -253 -10%
AWM
537
Aberdeen Wealth Management
Illinois
$317K
PMFA
538
Plante Moran Financial Advisors
Michigan
$316K
SWM
539
Spire Wealth Management
Virginia
$312K +$325 +2 +0.1%
CI Investments Inc
540
CI Investments Inc
Ontario, Canada
$310K -$4.19M -25,801 -92%
SI
541
Stephens Inc
Arkansas
$308K -$12.3K -76 -3%
EOJOAM
542
E. Ohman J:or Asset Management
Sweden
$303K
VFA
543
Voya Financial Advisors
Connecticut
$303K +$4.22K +26 +1%
IFS
544
Ifrah Financial Services
Arkansas
$300K -$9.41K -58 -3%
S
545
SignatureFD
Georgia
$298K +$32.6K +201 +11%
SBH
546
Segall Bryant & Hamill
Illinois
$297K -$24.7K -152 -7%
LAM
547
LifePro Asset Management
California
$294K
Lido Advisors
548
Lido Advisors
California
$294K +$13.3K +82 +4%
EWM
549
Evercore Wealth Management
New York
$290K +$72.1K +444 +28%
BIA
550
Benchmark Investment Advisors
Illinois
$289K