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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
526
V-Square Quantitative Management
Illinois
$729K +$222K +1,171 +35%
Sequoia Financial Advisors
527
Sequoia Financial Advisors
Ohio
$723K +$229K +1,204 +37%
ECAM
528
East Coast Asset Management
Massachusetts
$721K – – –
Waverly Advisors
529
Waverly Advisors
Alabama
$717K +$439K +2,313 +110%
Brinker Capital Investments
530
Brinker Capital Investments
Pennsylvania
$711K -$1.44M -7,575 -63%
Saudi Central Bank
531
Saudi Central Bank
Saudi Arabia
$700K +$819K +4,309 New
Tokio Marine Asset Management
532
Tokio Marine Asset Management
Japan
$694K – – –
Ballentine Partners
533
Ballentine Partners
Massachusetts
$693K +$467K +2,457 +136%
TCM
534
Twin Capital Management
Pennsylvania
$674K +$788K +4,146 New
Vestmark Advisory Solutions
535
Vestmark Advisory Solutions
Massachusetts
$673K -$356K -1,872 -31%
Focus Partners Advisor Solutions
536
Focus Partners Advisor Solutions
Missouri
$672K +$786K +4,136 New
MIM
537
Morningstar Investment Management
Illinois
$668K +$230K +1,212 +42%
KFA
538
Kelleher Financial Advisors
New York
$651K – – –
BO
539
Bank OZK
Arkansas
$650K – – –
Vanguard National Trust
540
Vanguard National Trust
Pennsylvania
$650K +$760K +4,000 New
Nomura Holdings
541
Nomura Holdings
Japan
$649K +$389K +2,049 +105%
PCM
542
Polymer Capital Management
New York
$649K +$759K +3,994 New
CBA
543
Coastal Bridge Advisors
Connecticut
$646K -$4.37K -23 -0.6%
Ritholtz Wealth Management
544
Ritholtz Wealth Management
New York
$641K +$312K +1,640 +71%
Empirical Finance
545
Empirical Finance
Pennsylvania
$639K -$760 -4 -0.1%
Larson Financial Group
546
Larson Financial Group
Missouri
$638K +$556K +2,925 +293%
NA
547
Nordwand Advisors
Pennsylvania
$634K -$2.59M -13,632 -78%
Welch & Forbes
548
Welch & Forbes
Massachusetts
$634K – – –
Raiffeisen Bank International
549
Raiffeisen Bank International
Austria
$634K +$425K +2,236 +136%
AFG
550
ABLE Financial Group
Arizona
$630K +$102K +536 +16%