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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
551
Park Avenue Securities
New York
$534K -$140K -925 -19%
WF
552
Welch & Forbes
Massachusetts
$531K -$3.02K -20 -0.5%
DIP
553
DT Investment Partners
Pennsylvania
$530K
BFS
554
Bradley Foster & Sargent
Connecticut
$513K +$11.2K +74 +2%
HC
555
Henshaw Capital
Massachusetts
$512K +$565K +3,738 New
NMIMC
556
Northwestern Mutual Investment Management Company
Wisconsin
$508K -$4.23K -28 -0.7%
TCWA
557
Turtle Creek Wealth Advisors
Texas
$506K +$285K +1,888 +105%
WANY
558
Wealthspire Advisors (New York)
New York
$504K +$556K +3,684 New
BCM
559
Buckhead Capital Management
Georgia
$500K +$7.55K +50 +1%
AU
560
AlphaGrep UK
$494K +$47.3K +313 +9%
AI
561
Accredited Investors
Minnesota
$493K +$2.27K +15 +0.4%
CG
562
Cynosure Group
Utah
$492K
SC
563
SummitTX Capital
Texas
$491K -$690K -4,571 -56%
CPIG
564
Chicago Partners Investment Group
Illinois
$490K +$176K +1,164 +52%
CI Investments Inc
565
CI Investments Inc
Ontario, Canada
$490K +$541K +3,579 New
CWS
566
Confluence Wealth Services
Pennsylvania
$485K +$534K +3,539 New
OCA
567
OpenArc Corporate Advisory
Georgia
$482K +$317K +2,096 +148%
RWM
568
Ritholtz Wealth Management
New York
$481K -$65.2K -432 -11%
MSA
569
MUFG Securities Americas
New York
$477K +$38.4K +254 +8%
GCM
570
Gallacher Capital Management
Colorado
$476K +$108K +718 +26%
SCM
571
Sterling Capital Management
North Carolina
$475K +$355K +2,353 +211%
NDSIB
572
North Dakota State Investment Board
North Dakota
$475K +$14.6K +97 +3%
CG
573
Caprock Group
Idaho
$473K +$33.4K +221 +7%
SWP
574
Stratos Wealth Partners
Ohio
$471K -$2.37M -15,701 -82%
SAM
575
Silvercrest Asset Management
New York
$468K -$166K -1,102 -24%