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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
551
TD Private Client Wealth
New York
$707K +$31.5K +134 +5%
UAG
552
United Advisor Group
Ohio
$706K +$23.8K +101 +4%
PIM
553
Plato Investment Management
Australia
$706K
CG
554
Clarus Group
Texas
$705K -$130K -553 -16%
SC
555
Sepio Capital
Utah
$704K -$7.29K -31 -1%
CAM
556
Creekmur Asset Management
Illinois
$689K +$669K +2,842 New
CAM
557
Cresset Asset Management
Illinois
$686K +$11.5K +49 +2%
CJL
558
Cyrus J. Lawrence
New York
$683K -$10.1M -42,978 -94%
MLL
559
Moody Lynn & Lieberson
Massachusetts
$681K
JCM
560
Jacobi Capital Management
Pennsylvania
$673K +$28.9K +123 +5%
UW
561
Unique Wealth
Florida
$664K +$172K +730 +36%
VSQM
562
V-Square Quantitative Management
Illinois
$663K +$42.1K +179 +7%
CT
563
Chicago Trust
Illinois
$661K
MG
564
Mather Group
Illinois
$655K +$177K +752 +39%
O
565
Ossiam
France
$652K -$130K -552 -17%
GWM
566
Gibbs Wealth Management
Georgia
$650K +$156K +661 +33%
WA
567
WealthTrust Axiom
Pennsylvania
$650K
VWM
568
Venturi Wealth Management
Texas
$649K +$30.8K +131 +5%
BIA
569
BHK Investment Advisors
Alabama
$648K -$10.4K -44 -2%
UCFA
570
United Capital Financial Advisors
Texas
$646K +$38.1K +162 +6%
ATC
571
Argent Trust Co
Tennessee
$644K
OPOWM
572
One Plus One Wealth Management
Florida
$632K +$231K +982 +60%
EI
573
Ellevest Inc
New York
$629K +$33.4K +142 +6%
ECM
574
Everence Capital Management
Indiana
$629K
BMWM
575
Brown Miller Wealth Management
Virginia
$622K +$604K +2,567 New