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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
626
Kovitz Investment Group Partners
Illinois
$371K +$409K +2,708 New
AO
627
Advisor OS
Illinois
$370K +$190K +1,258 +87%
SAM
628
Sompo Asset Management
Japan
$368K +$83.1K +550 +26%
Vontobel Holding
629
Vontobel Holding
Switzerland
$368K -$17.1K -113 -4%
WA
630
WealthTrust Axiom
Pennsylvania
$367K – – –
AF
631
Allworth Financial
California
$365K +$11.2K +74 +3%
EB
632
Eastern Bank
Massachusetts
$359K +$151K +1,000 +62%
BBVA
633
Banco Bilbao Vizcaya Argentaria
Spain
$356K -$149K -985 -27%
MA
634
MCF Advisors
Kentucky
$355K -$105K -696 -21%
AA
635
Advisory Alpha
Michigan
$349K +$64K +424 +20%
CG
636
Clarus Group
Texas
$347K -$37.5K -248 -9%
TE
637
Tema ETFs
New York
$345K +$144K +954 +61%
AIM
638
Aigen Investment Management
New York
$343K -$1.11M -7,378 -75%
OP
639
Oslo Pensjonsforsikring
$341K +$60.9K +403 +19%
OIMU
640
Osmosis Investment Management UK
United Kingdom
$339K -$328K -2,170 -47%
MYAM
641
Meiji Yasuda Asset Management
Japan
$338K -$154K -1,020 -29%
FPH
642
Financial Planning Hawaii
Hawaii
$332K +$366K +2,426 New
MFS
643
Mirabella Financial Services
United Kingdom
$331K +$6.8K +45 +2%
OF
644
Optimize Financial
California
$330K -$1.21K -8 -0.3%
SCS
645
Sound Capital Solutions
Florida
$330K +$364K +2,411 New
EH
646
Equitable Holdings
New York
$329K -$849K -5,619 -70%
SWM
647
Segment Wealth Management
Texas
$325K -$8.15K -54 -2%
CSPIA
648
Cary Street Partners Investment Advisory
Virginia
$324K -$28.1K -186 -7%
FPAS
649
Focus Partners Advisor Solutions
Missouri
$323K -$269K -1,778 -43%
KWA
650
Kingswood Wealth Advisors
California
$323K +$356K +2,355 New