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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
526
Stock Yards Bank & Trust
Kentucky
$308K
SIA
527
Schear Investment Advisers
Ohio
$307K +$325K +2,287 New
HWA
528
Heritage Wealth Advisors
Virginia
$304K
AG
529
AIA Group
Hong Kong
$303K +$192K +1,350 +149%
AP
530
Americana Partners
Texas
$302K -$7.1K -50 -2%
SWM
531
Segment Wealth Management
Texas
$301K
FNA
532
First National Advisers
Nebraska
$299K +$35.4K +249 +13%
SICM
533
Sustainable Insight Capital Management
New York
$295K -$42.6K -300 -12%
AWM
534
Aberdeen Wealth Management
Illinois
$294K
PMFA
535
Plante Moran Financial Advisors
Michigan
$294K +$142 +1 +0%
Wellington Management Group
536
Wellington Management Group
Massachusetts
$292K -$226K -1,592 -42%
SWM
537
Spire Wealth Management
Virginia
$289K -$284 -2 -0.1%
CWM
538
Connecticut Wealth Management
Connecticut
$289K +$49.4K +348 +19%
SI
539
Stephens Inc
Arkansas
$286K -$284 -2 -0.1%
SLAM
540
Swiss Life Asset Management
$281K +$297K +2,094 New
FL
541
Fort LP
Maryland
$279K -$188K -1,325 -39%
IFS
542
Ifrah Financial Services
Arkansas
$279K -$142 -1 -0%
OPS
543
Orion Portfolio Solutions
Nebraska
$276K +$91.6K +645 +46%
SBH
544
Segall Bryant & Hamill
Illinois
$275K
LAM
545
LifePro Asset Management
California
$274K
TCBWMS
546
Texas Capital Bank Wealth Management Services
Texas
$270K +$16.3K +115 +6%
BIA
547
Benchmark Investment Advisors
Illinois
$268K
PTC
548
Private Trust Company
Ohio
$268K
TMAM
549
Tokio Marine Asset Management
Japan
$267K
MAS
550
Meeder Advisory Services
Ohio
$263K +$278K +1,960 New