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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWK
551
Stephen W. Kidder
$634K -$20.9K -100 -3%
DAC
552
Dividend Assets Capital
South Carolina
$634K -$20.9K -100 -3%
AFG
553
Atomi Financial Group
New York
$632K +$615K +2,938 New
BFA
554
Beaumont Financial Advisors
Massachusetts
$630K – – –
VA
555
Vident Advisory
Georgia
$626K +$120K +576 +25%
FWM
556
Forza Wealth Management
Florida
$624K -$20.9K -100 -3%
PIM
557
Plato Investment Management
Australia
$618K – – –
XT
558
XTX Topco
Cayman Islands
$607K +$591K +2,825 New
MIP
559
Marietta Investment Partners
Wisconsin
$604K +$155K +740 +36%
AFG
560
Albion Financial Group
Utah
$603K +$627 +3 +0.1%
MLL
561
Moody Lynn & Lieberson
Massachusetts
$599K +$583K +2,787 New
TPCW
562
TD Private Client Wealth
New York
$598K -$9.2K -44 -2%
TRCT
563
Tower Research Capital (TRC)
New York
$596K -$453K -2,168 -44%
DWT
564
Dorsey & Whitney Trust
South Dakota
$595K +$352K +1,681 +155%
MWM
565
MorganRosel Wealth Management
Colorado
$592K -$74K -354 -11%
BIA
566
BHK Investment Advisors
Alabama
$589K +$316K +1,513 +124%
CT
567
Chicago Trust
Illinois
$587K – – –
VSQM
568
V-Square Quantitative Management
Illinois
$586K +$23K +110 +4%
MAS
569
Meeder Advisory Services
Ohio
$584K -$19.7K -94 -3%
SAM
570
Sompo Asset Management
Japan
$583K -$43.9K -210 -7%
MYAM
571
Meiji Yasuda Asset Management
Japan
$583K +$142K +678 +33%
WA
572
WealthTrust Axiom
Pennsylvania
$576K – – –
ATC
573
Argent Trust Co
Tennessee
$571K -$24.7K -118 -4%
JCM
574
Jacobi Capital Management
Pennsylvania
$570K -$84.7K -405 -13%
AAM
575
AMI Asset Management
California
$565K -$1.05K -5 -0.2%
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