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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
601
AMI Asset Management
California
$590K -$3.24K -13 -0.5%
NG
602
Norden Group
Utah
$588K +$137K +552 +29%
EI
603
Ellevest Inc
New York
$587K -$54.5K -219 -8%
SAM
604
Sompo Asset Management
Japan
$586K – – –
OPOWM
605
One Plus One Wealth Management
Florida
$580K -$42.1K -169 -6%
SB
606
Simmons Bank
Arkansas
$577K -$8.72K -35 -1%
ATC
607
Argent Trust Co
Tennessee
$577K -$11K -44 -2%
RCAG
608
Rehmann Capital Advisory Group
Michigan
$572K +$181K +728 +44%
Chicago Partners Investment Group
609
Chicago Partners Investment Group
Illinois
$572K +$251K +1,009 +68%
Brighton Jones LLC
610
Brighton Jones LLC
Washington
$568K +$14.4K +58 +2%
SWM
611
Segment Wealth Management
Texas
$565K – – –
World Investment Advisors
612
World Investment Advisors
California
$564K -$52.8K -212 -8%
TD Private Client Wealth
613
TD Private Client Wealth
New York
$564K -$60.3K -242 -9%
Miracle Mile Advisors
614
Miracle Mile Advisors
California
$563K +$9.22K +37 +2%
SIA
615
SeaBridge Investment Advisors
New Jersey
$558K – – –
GWMR
616
GC Wealth Management RIA
Massachusetts
$558K +$583K +2,342 New
Sowell Financial Services
617
Sowell Financial Services
Arkansas
$557K +$6.97K +28 +1%
Voleon Capital Management
618
Voleon Capital Management
California
$542K -$2.31M -9,281 -80%
EB
619
Exchange Bank
California
$536K – – –
MUFG Securities EMEA
620
MUFG Securities EMEA
United Kingdom
$534K +$472K +1,897 +550%
Mount Yale Investment Advisors
621
Mount Yale Investment Advisors
Colorado
$526K +$537K +2,158 +5,395%
SCA
622
Snowden Capital Advisors
New York
$525K -$47.1K -189 -8%
Mather Group
623
Mather Group
Illinois
$524K +$22.7K +91 +4%
Equitable Holdings
624
Equitable Holdings
New York
$524K +$180K +721 +49%
MWM
625
Maridea Wealth Management
New York
$524K +$566K +2,272 New