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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
DIP
551
DT Investment Partners
Pennsylvania
$629K – – –
LRWM
552
Lord & Richards Wealth Management
Colorado
$617K +$8.55K +45 +1%
Oppenheimer & Co
553
Oppenheimer & Co
New York
$612K -$36.7K -193 -5%
KeyBank National Association
554
KeyBank National Association
Ohio
$609K +$56.4K +297 +9%
Northwestern Mutual Investment Management Company
555
Northwestern Mutual Investment Management Company
Wisconsin
$607K +$1.14K +6 +0.2%
Bradley Foster & Sargent
556
Bradley Foster & Sargent
Connecticut
$597K – – –
Prime Capital Investment Advisors
557
Prime Capital Investment Advisors
Kansas
$593K +$63.3K +333 +10%
BCM
558
Buckhead Capital Management
Georgia
$585K – – –
CG
559
Cynosure Group
Utah
$584K -$365K -1,920 -35%
Accredited Investors
560
Accredited Investors
Minnesota
$583K -$12.9K -68 -2%
Banco Bilbao Vizcaya Argentaria
561
Banco Bilbao Vizcaya Argentaria
Spain
$582K -$1.52K -8 -0.2%
UAG
562
United Advisor Group
Ohio
$581K +$54.1K +285 +9%
ALA
563
Atlas Legacy Advisors
California
$574K +$17.1K +90 +3%
MYAM
564
Meiji Yasuda Asset Management
Japan
$567K +$130K +685 +24%
OAM
565
Ostrum Asset Management
France
$560K -$394K -2,076 -38%
Mission Wealth Management
566
Mission Wealth Management
California
$553K +$16.3K +86 +3%
North Dakota State Investment Board
567
North Dakota State Investment Board
North Dakota
$547K -$119K -628 -16%
SWIM
568
Smallwood Wealth Investment Management
New Jersey
$547K -$76.4K -402 -11%
Graham Capital Management
569
Graham Capital Management
Connecticut
$546K +$324K +1,708 +103%
MAM
570
Mirabaud Asset Management
United Kingdom
$546K -$1M -5,269 -61%
Exchange Traded Concepts
571
Exchange Traded Concepts
Oklahoma
$544K +$248K +1,307 +64%
MAS
572
Meeder Advisory Services
Ohio
$540K +$95K +500 +18%
Choreo LLC
573
Choreo LLC
Illinois
$537K -$97.1K -511 -13%
DBRC
574
D.B. Root & Company
Pennsylvania
$536K +$11.4K +60 +2%
AU
575
AlphaGrep UK
$536K +$104K +546 +20%