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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
551
Legacy Capital Wealth Partners
Arkansas
$735K -$22.3K -94 -3%
UAG
552
United Advisor Group
Ohio
$731K +$22.6K +95 +3%
GLA
553
Great Lakes Advisors
Illinois
$731K -$415K -1,745 -37%
VSQM
554
V-Square Quantitative Management
Illinois
$721K +$55.4K +233 +9%
MHC
555
Meyer Handelman Company
New York
$718K -$35.6K -150 -5%
UW
556
Unique Wealth
Florida
$718K +$50.9K +214 +8%
CG
557
Clarus Group
Texas
$717K +$10.5K +44 +2%
SWK
558
Stephen W. Kidder
$717K
BFA
559
Beaumont Financial Advisors
Massachusetts
$714K -$238 -1 -0%
BFM
560
Boothbay Fund Management
New York
$712K +$361K +1,518 +108%
CW
561
CreativeOne Wealth
Kansas
$708K +$167K +703 +32%
ACM
562
Aster Capital Management
United Arab Emirates
$700K +$473K +1,990 +223%
BCM
563
Buckhead Capital Management
Georgia
$698K -$1.38M -5,815 -67%
PIM
564
Plato Investment Management
Australia
$697K
MM
565
MQS Management
New York
$697K +$176K +742 +35%
FB
566
Fulton Bank
Pennsylvania
$692K -$81.5K -343 -11%
SFA
567
Sequoia Financial Advisors
Ohio
$691K +$402K +1,690 +147%
MA
568
Mutual Advisors
Nebraska
$691K +$73.2K +308 +13%
Grantham, Mayo, Van Otterloo & Co (GMO)
569
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$690K +$675K +2,840 New
FFO
570
Fiduciary Family Office
Florida
$688K -$22.1K -93 -3%
CAU
571
Caxton Associates (UK)
$682K -$787K -3,310 -54%
JCM
572
Jacobi Capital Management
Pennsylvania
$682K +$7.13K +30 +1%
MLL
573
Moody Lynn & Lieberson
Massachusetts
$681K -$2.14K -9 -0.3%
UCFA
574
United Capital Financial Advisors
Texas
$679K +$30.9K +130 +5%
ACM
575
Alta Capital Management
Utah
$663K -$11.6M -48,738 -95%