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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
626
Integrated Advisors Network
Texas
$208K +$206K +1,287 New
IA
627
IFP Advisors
Florida
$206K +$131K +817 +173%
PCA
628
Personal Capital Advisors
California
$206K +$204K +1,274 New
AWM
629
Aries Wealth Management
Maine
$206K +$204K +1,276 New
OCM
630
Orser Capital Management
Texas
$204K +$201K +1,260 New
MSR
631
Main Street Research
Connecticut
$204K +$202K +1,266 New
BHBT
632
Burke & Herbert Bank & Trust
Virginia
$203K +$202K +1,261 New
LJHT
633
Laurie J. Hall Trustee
$202K
KFI
634
Key Financial Inc
Pennsylvania
$201K
EF
635
Empirical Finance
Pennsylvania
$200K +$198K +1,241 New
DCM
636
Dupont Capital Management
Delaware
$192K -$850K -5,317 -82%
AII
637
AGF Investments Inc
Ontario, Canada
$188K -$22.1K -138 -11%
CWP
638
Concord Wealth Partners
Virginia
$188K +$20.1K +126 +12%
Bank Julius Baer & Co
639
Bank Julius Baer & Co
Switzerland
$178K +$160 +1 +0.1%
FGAM
640
Financial Gravity Asset Management
Texas
$176K -$479 -3 -3%
CI
641
CX Institutional
Indiana
$173K +$5.75K +36 +3%
WA
642
WestEnd Advisors
North Carolina
$161K
CFGS
643
Concourse Financial Group Securities
Alabama
$156K -$1.92K -12 -1%
HCP
644
Hexagon Capital Partners
Arkansas
$152K +$38.2K +239 +34%
MC
645
Maverick Capital
Texas
$142K +$7.67K +48 +6%
TCOV
646
Trust Company of Vermont
Vermont
$127K
SBL
647
Sargent Bickham Lagudis
Colorado
$125K
TFA
648
Toth Financial Advisory
Virginia
$124K
AAP
649
Arax Advisory Partners
Colorado
$114K +$113K +705 New
SAM
650
S.A. Mason
Michigan
$109K