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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
576
CWS Financial Advisors
Michigan
$534K +$44.3K +233 +8%
TSWM
577
Triangle Securities Wealth Management
North Carolina
$531K -$92.3K -486 -13%
Jacobs Levy Equity Management
578
Jacobs Levy Equity Management
New Jersey
$527K
MSA
579
MUFG Securities Americas
New York
$525K +$16.1K +85 +3%
CG
580
Caprock Group
Idaho
$520K +$261K +1,374 +76%
TWIM
581
TIAA Wealth Investment Management
New York
$517K +$605K +3,185 New
BA
582
Bridgewater Advisors
New York
$511K +$10.1K +53 +1%
SAM
583
Securian Asset Management
Minnesota
$510K
GWP
584
Gen-Wealth Partners
Michigan
$508K +$206K +1,082 +53%
UWS
585
Unique Wealth Strategies
Illinois
$499K +$584K +3,072 New
KRSITF
586
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$498K
PP
587
Paladin Partners
Wisconsin
$496K
EPW
588
Evolve Private Wealth
California
$493K +$138K +727 +32%
LCWP
589
Legacy Capital Wealth Partners
Arkansas
$490K +$19.2K +101 +3%
BAM
590
Blueshift Asset Management
New Jersey
$483K +$565K +2,972 New
SWK
591
Stephen W. Kidder
$479K
EAM
592
Eukles Asset Management
Ohio
$473K -$313K -1,646 -36%
MA
593
Mutual Advisors
Nebraska
$471K +$68.2K +359 +14%
EI
594
Ellevest Inc
New York
$468K +$129K +679 +31%
PIM
595
Plato Investment Management
Australia
$468K
EWM
596
Empirical Wealth Management
Washington
$458K -$202K -1,061 -27%
PPWP
597
Premier Path Wealth Partners
New Jersey
$458K +$536K +2,819 New
RCAG
598
Rehmann Capital Advisory Group
Michigan
$457K +$132K +695 +33%
GWM
599
Gibbs Wealth Management
Georgia
$457K +$78.3K +412 +17%
Vontobel Holding
600
Vontobel Holding
Switzerland
$455K -$18K -95 -3%