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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
551
Menard Financial Group
Texas
$380K +$61.7K +351 +20%
Carson Wealth (CWM LLC)
552
Carson Wealth (CWM LLC)
Nebraska
$377K +$362K +2,061 New
LAM
553
LifePro Asset Management
California
$373K
BCV
554
Banque Cantonale Vaudoise
Switzerland
$371K
SI
555
Stephens Inc
Arkansas
$370K -$65K -370 -15%
CWC
556
Carolinas Wealth Consulting
North Carolina
$368K +$85.3K +485 +32%
PDN
557
Pensionfund DSM Netherlands
Netherlands
$366K
ACM
558
Aquatic Capital Management
Illinois
$366K +$352K +2,000 New
MWM
559
Modera Wealth Management
New Jersey
$366K +$352K +2,003 New
PFO
560
Pathstone Family Office
New Jersey
$362K +$64.3K +366 +23%
AWM
561
Accurate Wealth Management
Florida
$361K +$10.5K +60 +3%
JF
562
JSF Financial
California
$361K +$347K +1,975 New
TCBWMS
563
Texas Capital Bank Wealth Management Services
Texas
$360K -$14.1K -80 -4%
EI
564
Ethic Inc
New York
$359K +$69.8K +397 +25%
FC
565
FORA Capital
Florida
$359K +$345K +1,962 New
IA
566
IndexIQ Advisors
New York
$353K -$12.1K -69 -3%
IRF
567
IBM Retirement Fund
New York
$351K -$229K -1,302 -40%
WFI
568
West Family Investments
California
$349K -$58.2K -331 -15%
CCP
569
Corient Capital Partners
California
$348K +$22.9K +130 +7%
MC
570
Machina Capital
France
$347K +$334K +1,900 New
EF
571
Empirical Finance
Pennsylvania
$345K +$96.5K +549 +41%
SCM
572
Spreng Capital Management
Ohio
$343K
RCM
573
Radnor Capital Management
Pennsylvania
$342K
AII
574
AGF Investments Inc
Ontario, Canada
$342K +$153K +870 +87%
MIM
575
Marco Investment Management
Georgia
$331K +$2.11K +12 +0.7%