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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PWG
576
Portside Wealth Group
Utah
$280K +$256K +1,693 New
EWM
577
Evercore Wealth Management
New York
$276K – – –
BAAM
578
Baker Avenue Asset Management
California
$275K -$151 -1 -0.1%
VCM
579
Vivaldi Capital Management
Illinois
$275K +$303 +2 +0.1%
AIM
580
Anchor Investment Management
South Carolina
$273K – – –
Verition Fund Management
581
Verition Fund Management
Connecticut
$272K -$122K -805 -33%
CWC
582
Carolinas Wealth Consulting
North Carolina
$271K – – –
APWM
583
Argonautica Private Wealth Management
Massachusetts
$269K +$19.1K +126 +8%
EFMC
584
Empire Financial Management Company
New York
$269K – – –
AIM
585
Arcadia Investment Management
Michigan
$265K – – –
MAM
586
Mystic Asset Management
Rhode Island
$265K – – –
KeyBank National Association
587
KeyBank National Association
Ohio
$264K +$7.11K +47 +3%
TI
588
Trexquant Investment
Connecticut
$264K +$241K +1,592 New
MAS
589
Meeder Advisory Services
Ohio
$262K +$22.7K +150 +10%
DAS
590
Dynamic Advisor Solutions
Arizona
$258K +$6.36K +42 +3%
CRC
591
Curi RMB Capital
Illinois
$257K +$21.2K +140 +10%
RT
592
Rockland Trust
Massachusetts
$255K -$25.1K -166 -10%
CCIA
593
Campbell & Co Investment Adviser
Maryland
$255K +$233K +1,537 New
CG
594
Caprock Group
Idaho
$254K +$231K +1,529 New
FMAEN1
595
Fund Management at Engine No 1
California
$254K +$16K +106 +7%
AWP
596
Ascent Wealth Partners
New York
$253K +$231K +1,529 New
First Manhattan
597
First Manhattan
New York
$253K – – –
TCBWMS
598
Texas Capital Bank Wealth Management Services
Texas
$249K -$64.3K -425 -22%
BCMO
599
Buckingham Capital Management (Ohio)
Ohio
$248K – – –
HCM
600
Hudson Capital Management
New Jersey
$248K – – –