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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
626
Curi RMB Capital
Illinois
$219K
CC
627
Courier Capital
New York
$217K +$222K +1,303 New
MSR
628
Main Street Research
Connecticut
$216K +$5.28K +31 +2%
IFG
629
Independent Financial Group
California
$215K
AWM
630
Aries Wealth Management
Maine
$213K
PCA
631
Personal Capital Advisors
California
$212K -$170 -1 -0.1%
BHBT
632
Burke & Herbert Bank & Trust
Virginia
$210K
OCM
633
Orser Capital Management
Texas
$210K
EFM
634
E Fund Management
China
$209K +$213K +1,252 New
LJHT
635
Laurie J. Hall Trustee
$208K
PP
636
Patron Partners
Texas
$200K +$205K +1,204 New
KFI
637
Key Financial Inc
Pennsylvania
$193K
CI
638
CX Institutional
Indiana
$181K +$2.04K +12 +1%
CFGS
639
Concourse Financial Group Securities
Alabama
$180K +$19.9K +117 +12%
FGAM
640
Financial Gravity Asset Management
Texas
$171K -$10.2K -60 -69%
AII
641
AGF Investments Inc
Ontario, Canada
$167K -$27.9K -164 -14%
WA
642
WestEnd Advisors
North Carolina
$166K
SIM
643
Sentry Investment Management
Wisconsin
$165K +$154K +904 +1,027%
Bank Julius Baer & Co
644
Bank Julius Baer & Co
Switzerland
$162K -$22K -129 -12%
HCP
645
Hexagon Capital Partners
Arkansas
$155K -$1.87K -11 -1%
Federated Hermes
646
Federated Hermes
Pennsylvania
$153K -$2.96M -17,368 -95%
DZ Bank
647
DZ Bank
Germany
$130K +$131K +772 New
SBL
648
Sargent Bickham Lagudis
Colorado
$129K
TFA
649
Toth Financial Advisory
Virginia
$128K
AAP
650
Arax Advisory Partners
Colorado
$119K +$1.7K +10 +1%