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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
651
Tradition Wealth Management
Minnesota
$166K +$4.24K +28 +3%
UM
652
UniSuper Management
Australia
$149K +$136K +900 New
VWM
653
Venturi Wealth Management
Texas
$148K +$7.87K +52 +6%
DGAM
654
Desjardins Global Asset Management
Quebec, Canada
$147K +$112K +737 +485%
SAG
655
Spotlight Asset Group
Illinois
$144K +$132K +870 New
TCOV
656
Trust Company of Vermont
Vermont
$139K – – –
WTC
657
WhitTier Trust Company
Nevada
$138K +$10.9K +72 +9%
TFA
658
Toth Financial Advisory
Virginia
$136K +$7.57K +50 +6%
FHA
659
First Horizon Advisors
Tennessee
$134K +$15K +99 +14%
SIM
660
Sentry Investment Management
Wisconsin
$129K +$118K +779 New
T
661
TOBAM
France
$126K -$78.8K -521 -41%
HIA
662
Harbor Investment Advisory
Maryland
$125K – – –
CWP
663
Concord Wealth Partners
Virginia
$119K +$32.1K +212 +42%
VSQM
664
V-Square Quantitative Management
Illinois
$118K +$108K +714 New
PA
665
Parallel Advisors
California
$118K +$39.5K +261 +58%
MPWT
666
MassMutual Private Wealth & Trust
Connecticut
$117K +$6.05K +40 +6%
HDIM
667
Hanson & Doremus Investment Management
Vermont
$116K – – –
BSC
668
Brown Shipley & Co
United Kingdom
$114K +$72.9K +482 +234%
EBA
669
Eagle Bay Advisors
New York
$110K – – –
TFA
670
Transamerica Financial Advisors
Florida
$110K -$8.32K -55 -8%
BBHC
671
Brown Brothers Harriman & Co
New York
$109K -$2.42K -16 -2%
USB
672
Union Savings Bank
Connecticut
$104K +$93.8K +620 New
PPC
673
Park Place Capital
Alabama
$102K -$151 -1 -0.2%
CFGS
674
Concourse Financial Group Securities
Alabama
$102K -$5.45K -36 -6%
CSWM
675
Cassady Schiller Wealth Management
Ohio
$99.4K – – –
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