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AdvanSix

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AllSquare Wealth Management
New York
$116 – – –
GRP
252
Global Retirement Partners
California
$116 – – –
HCM
253
Hollencrest Capital Management
California
$116 – – –
MWA
254
Medallion Wealth Advisors
Connecticut
$116 – – –
HFS
255
Horizon Financial Services
North Carolina
$116 +$126 +6 New
DJSG
256
D.J. St. Germain
Massachusetts
$78 – – –
FGA
257
Fortis Group Advisors
New Jersey
$78 – – –
PTC
258
Private Trust Company
Ohio
$78 – – –
WBC
259
West Branch Capital
Massachusetts
$78 – – –
AW
260
Affinity Wealth
Ohio
$78 +$84 +4 New
MIM
261
MTM Investment Management
South Carolina
$78 +$84 +4 New
PWA
262
Physician Wealth Advisors
Utah
$59 – – –
ASN
263
Advisory Services Network
Georgia
$58 +$63 +3 New
SC
264
Stephens Consulting
Michigan
$49 – – –
MSWA
265
Marshall & Sterling Wealth Advisors
New York
$42 – – –
PA
266
Pineridge Advisors
Missouri
$40 – – –
CCM
267
Chilton Capital Management
Texas
$39 – – –
PS
268
Principal Securities
Iowa
$19 -$4.1K -195 -99%
FG
269
Fairman Group
Pennsylvania
$19 – – –
GA
270
GoalVest Advisory
New York
$19 – – –
MHR
271
Matthew Hamilton Rosenberg
$19 – – –
ZBNA
272
Zions Bancorporation, National Association
Utah
$19 – – –
CIAM
273
Caitong International Asset Management
Hong Kong
$19 +$21 +1 New
First Trust Advisors
274
First Trust Advisors
Illinois
– -$2.85M -120,113 Closed
BGIM
275
Brandywine Global Investment Management
Pennsylvania
– -$2.77M -116,740 Closed