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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
526
Bradley Foster & Sargent
Connecticut
$583K -$1.98K -10 -0.3%
IA
527
IFG Advisory
Georgia
$577K +$581K +2,931 New
BFA
528
Beaumont Financial Advisors
Massachusetts
$577K +$198 +1 +0%
SAM
529
Sompo Asset Management
Japan
$575K
AWS
530
Atria Wealth Solutions
New York
$575K -$60.9K -307 -10%
MG
531
Mather Group
Illinois
$575K +$126K +636 +29%
P
532
Pitcairn
Pennsylvania
$575K +$26.4K +133 +5%
PIM
533
Plato Investment Management
Australia
$567K
CG
534
Clarus Group
Texas
$560K +$564K +2,845 New
TPCW
535
TD Private Client Wealth
New York
$556K +$18.6K +94 +3%
MAS
536
Meeder Advisory Services
Ohio
$553K +$103K +521 +23%
AFG
537
Albion Financial Group
Utah
$552K -$31.5K -159 -5%
ATC
538
Argent Trust Co
Tennessee
$546K +$24K +121 +5%
GRP
539
Global Retirement Partners
California
$538K +$204K +1,030 +61%
CT
540
Chicago Trust
Illinois
$537K
ATPW
541
Ashton Thomas Private Wealth
Arizona
$536K -$115K -581 -18%
WA
542
WealthTrust Axiom
Pennsylvania
$528K
I
543
InceptionR
California
$524K +$528K +2,662 New
SB
544
Simmons Bank
Arkansas
$523K -$6.94K -35 -1%
AAM
545
AMI Asset Management
California
$519K -$1.39K -7 -0.3%
BRWA
546
B. Riley Wealth Advisors
Florida
$518K -$428K -2,160 -45%
VSQM
547
V-Square Quantitative Management
Illinois
$515K +$58.3K +294 +13%
Nomura Holdings
548
Nomura Holdings
Japan
$508K +$512K +2,581 New
LA
549
LVW Advisors
New York
$507K +$72.4K +365 +17%
UCFA
550
United Capital Financial Advisors
Texas
$500K +$11.9K +60 +2%