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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
551
AMI Asset Management
California
$393K +$49.2K +280 +15%
FTDI
552
First Trust Direct Indexing
Massachusetts
$388K +$17.4K +99 +5%
KeyBank National Association
553
KeyBank National Association
Ohio
$381K +$57.5K +327 +19%
PL
554
Pluribus Labs
California
$381K +$367K +2,086 New
MFG
555
Menard Financial Group
Texas
$380K +$61.7K +351 +20%
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$377K +$362K +2,061 New
LAM
557
LifePro Asset Management
California
$373K – – –
BCV
558
Banque Cantonale Vaudoise
Switzerland
$371K – – –
Stephens Inc
559
Stephens Inc
Arkansas
$370K -$65K -370 -15%
CWC
560
Carolinas Wealth Consulting
North Carolina
$368K +$85.3K +485 +32%
PDN
561
Pensionfund DSM Netherlands
Netherlands
$366K – – –
Aquatic Capital Management
562
Aquatic Capital Management
Illinois
$366K +$352K +2,000 New
Modera Wealth Management
563
Modera Wealth Management
New Jersey
$366K +$352K +2,003 New
Pathstone Family Office
564
Pathstone Family Office
New Jersey
$362K +$64.3K +366 +23%
AWM
565
Accurate Wealth Management
Florida
$361K +$10.5K +60 +3%
JF
566
JSF Financial
California
$361K +$347K +1,975 New
TCBWMS
567
Texas Capital Bank Wealth Management Services
Texas
$360K -$14.1K -80 -4%
Ethic Inc
568
Ethic Inc
New York
$359K +$69.8K +397 +25%
FC
569
FORA Capital
Florida
$359K +$345K +1,962 New
IndexIQ Advisors
570
IndexIQ Advisors
New York
$353K -$12.1K -69 -3%
IRF
571
IBM Retirement Fund
New York
$351K -$229K -1,302 -40%
WFI
572
West Family Investments
California
$349K -$58.2K -331 -15%
CCP
573
Corient Capital Partners
California
$348K +$22.9K +130 +7%
MC
574
Machina Capital
France
$347K +$334K +1,900 New
Empirical Finance
575
Empirical Finance
Pennsylvania
$345K +$96.5K +549 +41%