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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Empirical Finance
626
Empirical Finance
Pennsylvania
$223K +$16.4K +96 +8%
CAS
627
Cascadia Advisory Services
Oregon
$222K +$852 +5 +0.4%
Wilmington Savings Fund Society
628
Wilmington Savings Fund Society
Delaware
$221K – – –
Curi RMB Capital
629
Curi RMB Capital
Illinois
$219K – – –
CC
630
Courier Capital
New York
$217K +$222K +1,303 New
MSR
631
Main Street Research
Connecticut
$216K +$5.28K +31 +2%
Independent Financial Group
632
Independent Financial Group
California
$215K – – –
AWM
633
Aries Wealth Management
Maine
$213K – – –
Personal Capital Advisors
634
Personal Capital Advisors
California
$212K -$170 -1 -0.1%
BHBT
635
Burke & Herbert Bank & Trust
Virginia
$210K – – –
OCM
636
Orser Capital Management
Texas
$210K – – –
E Fund Management
637
E Fund Management
China
$209K +$213K +1,252 New
LJHT
638
Laurie J. Hall Trustee
$208K – – –
PP
639
Patron Partners
Texas
$200K +$205K +1,204 New
KFI
640
Key Financial Inc
Pennsylvania
$193K – – –
CX Institutional
641
CX Institutional
Indiana
$181K +$2.04K +12 +1%
CFGS
642
Concourse Financial Group Securities
Alabama
$180K +$19.9K +117 +12%
FGAM
643
Financial Gravity Asset Management
Texas
$171K -$10.2K -60 -69%
AGF Investments Inc
644
AGF Investments Inc
Ontario, Canada
$167K -$27.9K -164 -14%
SIM
645
Sentry Investment Management
Wisconsin
$165K +$154K +904 +1,027%
Bank Julius Baer & Co
646
Bank Julius Baer & Co
Switzerland
$162K -$22K -129 -12%
HCP
647
Hexagon Capital Partners
Arkansas
$155K -$1.87K -11 -1%
Federated Hermes
648
Federated Hermes
Pennsylvania
$153K -$2.96M -17,368 -95%
DZ Bank
649
DZ Bank
Germany
$130K +$131K +772 New
SBL
650
Sargent Bickham Lagudis
Colorado
$129K – – –