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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
551
Vinva Investment Management
Australia
$641K -$880K -3,930 -58%
UAG
552
United Advisor Group
Ohio
$636K +$90K +402 +17%
MLL
553
Moody Lynn & Lieberson
Massachusetts
$635K +$5.15K +23 +0.8%
EF
554
Empowered Funds
Pennsylvania
$632K +$73.7K +329 +13%
TPCW
555
TD Private Client Wealth
New York
$629K
CAM
556
Cresset Asset Management
Illinois
$629K -$1.25M -5,583 -67%
MIP
557
Marietta Investment Partners
Wisconsin
$619K -$16.1K -72 -3%
CT
558
Chicago Trust
Illinois
$617K
MAS
559
Meeder Advisory Services
Ohio
$615K +$672 +3 +0.1%
BIA
560
BHK Investment Advisors
Alabama
$614K -$5.15K -23 -0.8%
WA
561
WealthTrust Axiom
Pennsylvania
$606K
SAM
562
Sompo Asset Management
Japan
$604K -$8.96K -40 -1%
ATC
563
Argent Trust Co
Tennessee
$600K
CFG
564
Citizens Financial Group
Rhode Island
$600K +$60.9K +272 +11%
JCM
565
Jacobi Capital Management
Pennsylvania
$600K +$448 +2 +0.1%
Capstone Investment Advisors
566
Capstone Investment Advisors
New York
$591K +$411K +1,834 +235%
FWM
567
Forza Wealth Management
Florida
$588K -$67.2K -300 -10%
ECM
568
Everence Capital Management
Indiana
$587K
BJL
569
Brighton Jones LLC
Washington
$580K +$575K +2,565 New
QI
570
Qtron Investments
Massachusetts
$579K
VSQM
571
V-Square Quantitative Management
Illinois
$578K -$37.6K -168 -6%
GRP
572
Global Retirement Partners
California
$576K +$74.1K +331 +15%
VWM
573
Venturi Wealth Management
Texas
$576K +$227K +1,014 +66%
VCM
574
Voleon Capital Management
California
$573K +$568K +2,536 New
AAM
575
AMI Asset Management
California
$573K -$20.8K -93 -4%