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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
726
KeyBank National Association
Ohio
$216K +$11.7K +59 +6%
CA
727
Claro Advisors
Massachusetts
$215K -$397 -2 -0.2%
FTWA
728
Fifth Third Wealth Advisors
Ohio
$214K +$216K +1,087 New
AAP
729
Arax Advisory Partners
Colorado
$214K -$3.57K -18 -2%
Jones Financial Companies
730
Jones Financial Companies
Missouri
$214K +$165K +834 +332%
DWT
731
Dorsey & Whitney Trust
South Dakota
$214K -$1.78K -9 -0.8%
First Manhattan
732
First Manhattan
New York
$213K – – –
WP
733
Woodline Partners
California
$210K +$212K +1,068 New
EFS
734
Essex Financial Services
Connecticut
$209K +$191K +965 New
NP
735
Nilsine Partners
Colorado
$208K -$11.7K -59 -5%
CCMG
736
Clark Capital Management Group
Pennsylvania
$208K +$1.19K +6 +0.6%
APA
737
Astoria Portfolio Advisors
New York
$208K -$9.52K -48 -4%
PBC
738
Pavion Blue Capital
California
$207K – – –
PP
739
Patron Partners
Texas
$207K -$198 -1 -0.1%
FP
740
Fiduciary Planning
Florida
$206K -$1.19K -6 -0.6%
RFN
741
RDA Financial Network
Iowa
$205K -$397 -2 -0.2%
NAS
742
Nicolet Advisory Services
Wisconsin
$204K -$793 -4 -0.4%
OC
743
Oarsman Capital
Wisconsin
$203K – – –
MWM
744
Maripau Wealth Management
Indiana
$203K +$204K +1,027 New
ACM
745
Allred Capital Management
Texas
$202K -$595 -3 -0.3%
AA
746
AlphaCentric Advisors
Puerto Rico
$195K +$1.98K +10 +1%
UB
747
UMB Bank
Missouri
$188K +$24.6K +124 +15%
CT
748
Colonial Trust
South Carolina
$187K -$1.78K -9 -0.9%
FHA
749
First Horizon Advisors
Tennessee
$186K +$30.2K +152 +19%
Acadian Asset Management
750
Acadian Asset Management
Massachusetts
$179K -$11.3M -56,832 -98%