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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Simplicity Solutions
551
Simplicity Solutions
Minnesota
$290K -$1.35M -9,152 -83%
Wealthspire Advisors (New York)
552
Wealthspire Advisors (New York)
New York
$290K +$79.1K +536 +40%
MAFM
553
Mid Atlantic Financial Management
Pennsylvania
$287K -$18K -122 -6%
RCM
554
Radnor Capital Management
Pennsylvania
$287K -$8.86K -60 -3%
SCM
555
Spreng Capital Management
Ohio
$287K -$5.02K -34 -2%
NERM
556
New England Research & Management
Illinois
$287K +$277K +1,875 New
IndexIQ Advisors
557
IndexIQ Advisors
New York
$282K +$34.4K +233 +14%
AAM
558
AMI Asset Management
California
$277K -$10.6K -72 -4%
HCM
559
Hudson Capital Management
New Jersey
$276K – – –
MIM
560
Marco Investment Management
Georgia
$276K – – –
AMIM
561
Aull & Monroe Investment Management
Alabama
$275K – – –
CWM
562
Connecticut Wealth Management
Connecticut
$274K +$264K +1,787 New
BAM
563
Blueshift Asset Management
New Jersey
$273K +$263K +1,782 New
Lido Advisors
564
Lido Advisors
California
$271K +$60.4K +409 +30%
VCM
565
Vivaldi Capital Management
Illinois
$268K – – –
CWC
566
Carolinas Wealth Consulting
North Carolina
$264K – – –
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$263K – – –
Ameritas Investment Partners
568
Ameritas Investment Partners
Nebraska
$258K – – –
VF
569
Virtu Financial
New York
$257K +$248K +1,679 New
Segall Bryant & Hamill
570
Segall Bryant & Hamill
Illinois
$256K +$22.4K +152 +10%
CCP
571
Corient Capital Partners
California
$255K -$3.84K -26 -2%
BOK Financial
572
BOK Financial
Oklahoma
$254K +$14.5K +98 +6%
CAM
573
Campion Asset Management
Virginia
$253K +$244K +1,650 New
AIM
574
Anchor Investment Management
South Carolina
$253K – – –
PP
575
Patron Partners
Texas
$251K +$18.2K +123 +8%