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Fox Class A

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
476
Venturi Wealth Management
Texas
$288K +$101K +1,907 +60%
UCFA
477
United Capital Financial Advisors
Texas
$286K +$21.3K +402 +9%
SWP
478
Sagespring Wealth Partners
Tennessee
$285K +$266K +5,033 New
NI
479
NDVR Inc
Massachusetts
$284K +$265K +5,015 New
KPPF
480
Klein Pavlis & Peasley Financial
California
$277K +$262K +4,958 New
Connor, Clark & Lunn Investment Management (CC&L)
481
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$272K +$254K +4,797 New
LAM
482
Longboard Asset Management
Arizona
$270K
HA
483
Harbor Advisors
Florida
$270K
CFO
484
Callan Family Office
Pennsylvania
$262K -$11.2K -212 -4%
CAM
485
Cresset Asset Management
Illinois
$261K -$114K -2,152 -32%
SWM
486
Stark Wealth Management
Pennsylvania
$254K -$247K -4,672 -51%
RFG
487
Range Financial Group
Oregon
$253K +$237K +4,475 New
OC
488
Oppenheimer & Co
New York
$248K +$232K +4,378 New
PAS
489
Point72 Asia (Singapore)
Singapore
$247K -$614K -11,618 -73%
PCP
490
Proficio Capital Partners
Massachusetts
$244K +$228K +4,314 New
NA
491
NewEdge Advisors
Louisiana
$240K -$55.5K -1,049 -20%
CI
492
CX Institutional
Indiana
$239K +$223K +4,219 New
ECM
493
Everence Capital Management
Indiana
$235K +$219K +4,150 New
MFG
494
Merit Financial Group
Georgia
$233K +$217K +4,109 New
PAM
495
Panagora Asset Management
Massachusetts
$232K +$217K +4,104 New
TAM
496
Trust Asset Management
Texas
$230K -$45.1K -852 -17%
PCMH
497
Polymer Capital Management (HK)
Hong Kong
$228K +$213K +4,027 New
TAM
498
Tocqueville Asset Management
New York
$227K +$212K +4,013 New
Kovitz Investment Group Partners
499
Kovitz Investment Group Partners
Illinois
$225K +$210K +3,978 New
SW
500
SVB Wealth
Massachusetts
$219K +$205K +3,874 New