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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AP
601
Adero Partners
California
$357K +$1.29K +7 +0.4%
CAM
602
Campion Asset Management
Virginia
$357K – – –
Brighton Jones LLC
603
Brighton Jones LLC
Washington
$357K +$369 +2 +0.1%
SAM
604
Strategy Asset Managers
California
$354K +$1.11K +6 +0.3%
QI
605
Qtron Investments
Massachusetts
$350K +$314K +1,701 New
Baker Avenue Asset Management
606
Baker Avenue Asset Management
California
$350K +$1.48K +8 +0.5%
ALPS Advisors
607
ALPS Advisors
Colorado
$348K -$17.5K -95 -5%
MGO One Seven
608
MGO One Seven
Ohio
$347K -$1.48K -8 -0.5%
CI Investments Inc
609
CI Investments Inc
Ontario, Canada
$347K -$23.2K -126 -7%
PTC
610
Petrus Trust Company
Texas
$347K +$311K +1,686 New
MSFS
611
Main Street Financial Solutions
Pennsylvania
$345K +$1.11K +6 +0.4%
SCA
612
Snowden Capital Advisors
New York
$344K -$6.09K -33 -2%
NEOS Investment Management
613
NEOS Investment Management
Connecticut
$344K +$308K +1,670 New
SIA
614
Schear Investment Advisers
Ohio
$342K -$7.38K -40 -2%
FAFN
615
First Affirmative Financial Network
Colorado
$341K +$43.7K +237 +17%
APWM
616
Argonautica Private Wealth Management
Massachusetts
$340K -$1.48K -8 -0.5%
HB Wealth Management
617
HB Wealth Management
Georgia
$338K -$13.8K -75 -4%
PTC
618
Private Trust Company
Ohio
$335K – – –
PWMG
619
Prestige Wealth Management Group
New Jersey
$335K -$738 -4 -0.2%
EFMC
620
Empire Financial Management Company
New York
$334K – – –
Harvest Fund Management
621
Harvest Fund Management
China
$334K – – –
VCM
622
Vivaldi Capital Management
Illinois
$334K +$9.04K +49 +3%
KFSC
623
Keystone Financial Services (Colorado)
Colorado
$334K -$11.3K -61 -4%
Ameritas Investment Partners
624
Ameritas Investment Partners
Nebraska
$333K +$184 +1 +0.1%
SCM
625
Stonehearth Capital Management
Massachusetts
$332K – – –