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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
576
V-Square Quantitative Management
Illinois
$322K +$192K +1,084 +152%
FIM
577
Freedom Investment Management
Connecticut
$322K -$100K -565 -24%
Empirical Wealth Management
578
Empirical Wealth Management
Washington
$320K -$28K -158 -8%
Boothbay Fund Management
579
Boothbay Fund Management
New York
$320K +$316K +1,786 New
ALPS Advisors
580
ALPS Advisors
Colorado
$320K -$94.8K -535 -23%
Global Retirement Partners
581
Global Retirement Partners
California
$317K -$33.3K -188 -10%
AWP
582
Ascent Wealth Partners
New York
$314K +$40K +226 +15%
CAM
583
Campion Asset Management
Virginia
$311K – – –
TA
584
Tectonic Advisors
Texas
$310K +$307K +1,734 New
Brighton Jones LLC
585
Brighton Jones LLC
Washington
$310K +$177 +1 +0.1%
AP
586
Adero Partners
California
$310K +$354 +2 +0.1%
HB Wealth Management
587
HB Wealth Management
Georgia
$307K +$60.6K +342 +25%
SAM
588
Strategy Asset Managers
California
$307K -$29.9K -169 -9%
SCA
589
Snowden Capital Advisors
New York
$305K -$2.37M -13,398 -89%
SIA
590
Schear Investment Advisers
Ohio
$305K -$77.6K -438 -20%
MGO One Seven
591
MGO One Seven
Ohio
$304K -$43.4K -245 -13%
FMAEN1
592
Fund Management at Engine No 1
California
$303K +$27.8K +157 +10%
Baker Avenue Asset Management
593
Baker Avenue Asset Management
California
$303K +$5.14K +29 +2%
LGT Group Foundation
594
LGT Group Foundation
Liechtenstein
$301K +$301K +1,702 New
KFSC
595
Keystone Financial Services (Colorado)
Colorado
$301K -$4.25K -24 -1%
VCM
596
Vivaldi Capital Management
Illinois
$300K +$2.66K +15 +0.9%
MSFS
597
Main Street Financial Solutions
Pennsylvania
$299K -$12.8K -72 -4%
APWM
598
Argonautica Private Wealth Management
Massachusetts
$297K +$5.84K +33 +2%
AIM
599
Anchor Investment Management
South Carolina
$295K – – –
PWMG
600
Prestige Wealth Management Group
New Jersey
$292K -$22.8K -129 -7%