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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SICM
526
Sustainable Insight Capital Management
New York
$361K +$406K +2,500 New
Ritholtz Wealth Management
527
Ritholtz Wealth Management
New York
$360K +$405K +2,495 New
CT
528
Cambridge Trust
Massachusetts
$359K -$8.12K -50 -2%
CPA
529
Court Place Advisors
Maryland
$350K – – –
Tidal Investments
530
Tidal Investments
Wisconsin
$344K -$72.5K -447 -16%
Central Trust Company
531
Central Trust Company
Missouri
$342K +$6.82K +42 +2%
Americana Partners
532
Americana Partners
Texas
$331K – – –
Stock Yards Bank & Trust
533
Stock Yards Bank & Trust
Kentucky
$331K – – –
AAM
534
AMI Asset Management
California
$328K -$13.3K -82 -3%
Heritage Wealth Advisors
535
Heritage Wealth Advisors
Virginia
$328K -$5.84K -36 -2%
SWM
536
Segment Wealth Management
Texas
$324K – – –
Glenmede Trust
537
Glenmede Trust
Pennsylvania
$318K -$41.1K -253 -10%
AWM
538
Aberdeen Wealth Management
Illinois
$317K – – –
PMFA
539
Plante Moran Financial Advisors
Michigan
$316K – – –
Spire Wealth Management
540
Spire Wealth Management
Virginia
$312K +$325 +2 +0.1%
CI Investments Inc
541
CI Investments Inc
Ontario, Canada
$310K -$4.19M -25,801 -92%
Stephens Inc
542
Stephens Inc
Arkansas
$308K -$12.3K -76 -3%
MGO One Seven
543
MGO One Seven
Ohio
$304K +$59.2K +365 +21%
E. Ohman J:or Asset Management
544
E. Ohman J:or Asset Management
Sweden
$303K – – –
VFA
545
Voya Financial Advisors
Connecticut
$303K +$4.22K +26 +1%
IFS
546
Ifrah Financial Services
Arkansas
$300K -$9.41K -58 -3%
SignatureFD
547
SignatureFD
Georgia
$298K +$32.6K +201 +11%
Segall Bryant & Hamill
548
Segall Bryant & Hamill
Illinois
$297K -$24.7K -152 -7%
LAM
549
LifePro Asset Management
California
$294K – – –
Lido Advisors
550
Lido Advisors
California
$294K +$13.3K +82 +4%