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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
EFMC
601
Empire Financial Management Company
New York
$291K
HFM
602
Harvest Fund Management
China
$290K +$217K +1,228 +312%
AIP
603
Ameritas Investment Partners
Nebraska
$290K -$18.2K -103 -6%
SCM
604
Stonehearth Capital Management
Massachusetts
$289K -$22.1K -125 -7%
EWM
605
Evercore Wealth Management
New York
$289K -$8.86K -50 -3%
DAS
606
Dynamic Advisor Solutions
Arizona
$288K +$8.86K +50 +3%
TCBWMS
607
Texas Capital Bank Wealth Management Services
Texas
$288K +$17.7K +100 +7%
AIM
608
Arcadia Investment Management
Michigan
$286K
MAM
609
Mystic Asset Management
Rhode Island
$286K
AWS
610
Atria Wealth Solutions
New York
$283K +$16.1K +91 +6%
MGIA
611
Moneta Group Investment Advisors
Missouri
$277K +$274K +1,546 New
S
612
SignatureFD
Georgia
$275K +$25.3K +143 +10%
CGL
613
Clarius Group LLC
Washington
$275K -$43.6K -246 -14%
First Manhattan
614
First Manhattan
New York
$273K
CRC
615
Curi RMB Capital
Illinois
$273K -$4.43K -25 -2%
RT
616
Rockland Trust
Massachusetts
$271K -$4.61K -26 -2%
OL
617
Optas LLC
Texas
$270K +$50.8K +287 +24%
SVWAG
618
Sound View Wealth Advisors Group
Georgia
$269K +$5.67K +32 +2%
BCMO
619
Buckingham Capital Management (Ohio)
Ohio
$269K
NPT
620
Nixon Peabody Trust
Massachusetts
$269K +$266K +1,500 New
HCM
621
Hudson Capital Management
New Jersey
$267K -$1.77K -10 -0.7%
AAP
622
Arax Advisory Partners
Colorado
$266K +$44.3K +250 +20%
WTA
623
Washington Trust Advisors
Massachusetts
$266K
CWC
624
Carolinas Wealth Consulting
North Carolina
$266K -$12.2K -69 -4%
CCA
625
Cadent Capital Advisors
Oklahoma
$265K