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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
551
V-Square Quantitative Management
Illinois
$477K +$96.1K +521 +29%
RCM
552
Radnor Capital Management
Pennsylvania
$472K +$39.7K +215 +10%
Wellington Management Group
553
Wellington Management Group
Massachusetts
$470K +$58.5K +317 +16%
CT
554
Cambridge Trust
Massachusetts
$470K -$5.17K -28 -1%
Federated Hermes
555
Federated Hermes
Pennsylvania
$468K +$216K +1,169 +106%
JCM
556
Jacobi Capital Management
Pennsylvania
$468K +$369 +2 +0.1%
EB
557
Exchange Bank
California
$466K +$2.95K +16 +0.7%
HWA
558
Heritage Wealth Advisors
Virginia
$464K
EI
559
Ellevest Inc
New York
$464K +$30.1K +163 +8%
MAS
560
Meeder Advisory Services
Ohio
$464K +$155K +840 +59%
LJHT
561
Laurie J. Hall Trustee
$463K +$221K +1,200 +114%
SWM
562
Segment Wealth Management
Texas
$462K
SAW
563
Signal Advisors Wealth
Michigan
$460K +$411K +2,227 New
WFA
564
Websterrogers Financial Advisors
South Carolina
$457K -$182K -987 -31%
TFS
565
Thoroughbred Financial Services
Tennessee
$454K -$19K -103 -4%
PMFA
566
Plante Moran Financial Advisors
Michigan
$448K
SRC
567
Shufro Rose & Co
New York
$448K +$461K +2,500 New
BHCM
568
Brevan Howard Capital Management
Jersey
$446K +$400K +2,169 New
FIM
569
Freedom Investment Management
Connecticut
$442K +$64.9K +352 +20%
WA
570
Wealth Alliance
New York
$439K -$8.49K -46 -2%
SC
571
Savant Capital
Illinois
$438K +$131K +712 +50%
AC
572
Avestar Capital
New York
$431K -$1.29K -7 -0.3%
SWM
573
Spire Wealth Management
Virginia
$430K +$184 +1 +0%
CG
574
Caprock Group
Idaho
$430K -$4.43K -24 -1%
MAP
575
Moody Aldrich Partners
Massachusetts
$427K +$922 +5 +0.2%