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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PI
526
PFG Investments
New York
$588K +$1.98K +10 +0.3%
Bradley Foster & Sargent
527
Bradley Foster & Sargent
Connecticut
$583K -$1.98K -10 -0.3%
IFG Advisory
528
IFG Advisory
Georgia
$577K +$581K +2,931 New
BFA
529
Beaumont Financial Advisors
Massachusetts
$577K +$198 +1 +0%
SAM
530
Sompo Asset Management
Japan
$575K – – –
Atria Wealth Solutions
531
Atria Wealth Solutions
New York
$575K -$60.9K -307 -10%
Mather Group
532
Mather Group
Illinois
$575K +$126K +636 +29%
P
533
Pitcairn
Pennsylvania
$575K +$26.4K +133 +5%
PIM
534
Plato Investment Management
Australia
$567K – – –
CG
535
Clarus Group
Texas
$560K +$564K +2,845 New
TD Private Client Wealth
536
TD Private Client Wealth
New York
$556K +$18.6K +94 +3%
MAS
537
Meeder Advisory Services
Ohio
$553K +$103K +521 +23%
AFG
538
Albion Financial Group
Utah
$552K -$31.5K -159 -5%
ATC
539
Argent Trust Co
Tennessee
$546K +$24K +121 +5%
Global Retirement Partners
540
Global Retirement Partners
California
$538K +$204K +1,030 +61%
CT
541
Chicago Trust
Illinois
$537K – – –
Ashton Thomas Private Wealth
542
Ashton Thomas Private Wealth
Arizona
$536K -$115K -581 -18%
WA
543
WealthTrust Axiom
Pennsylvania
$528K – – –
I
544
InceptionR
California
$524K +$528K +2,662 New
SB
545
Simmons Bank
Arkansas
$523K -$6.94K -35 -1%
AAM
546
AMI Asset Management
California
$519K -$1.39K -7 -0.3%
BRWA
547
B. Riley Wealth Advisors
Florida
$518K -$428K -2,160 -45%
VSQM
548
V-Square Quantitative Management
Illinois
$515K +$58.3K +294 +13%
Nomura Holdings
549
Nomura Holdings
Japan
$508K +$512K +2,581 New
LA
550
LVW Advisors
New York
$507K +$72.4K +365 +17%