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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
501
Bremer Bank National Association
Minnesota
$259K +$220K +2,196 New
TAM
502
Tiverton Asset Management
Delaware
$258K +$25.7K +256 +11%
AWM
503
AE Wealth Management
Kansas
$258K +$31.5K +314 +14%
NG
504
Northstar Group
New York
$257K +$249K +2,480 New
MWM
505
Mission Wealth Management
California
$256K +$100 +1 +0%
BFA
506
Beaumont Financial Advisors
Massachusetts
$254K -$54.5K -543 -18%
PAS
507
Park Avenue Securities
New York
$254K +$243K +2,419 New
AI
508
Atria Investments
North Carolina
$253K +$245K +2,441 New
AMIM
509
Aull & Monroe Investment Management
Alabama
$248K -$32.6K -325 -12%
AAM
510
Aureus Asset Management
Massachusetts
$247K
PA
511
Profund Advisors
Maryland
$242K +$234K +2,336 New
PWLP
512
Prio Wealth Limited Partnership
Massachusetts
$241K -$6.92K -69 -3%
CPA
513
Court Place Advisors
Maryland
$240K
ZIC
514
ZWJ Investment Counsel
Georgia
$239K
ACA
515
Aptus Capital Advisors
Alabama
$239K +$232K +2,312 New
KRSITF
516
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$238K -$903 -9 -0.4%
PWMG
517
Prestige Wealth Management Group
New Jersey
$236K -$1.71K -17 -0.7%
PCM
518
Prelude Capital Management
New York
$235K +$221K +2,204 +3,673%
FRM
519
Fox Run Management
Connecticut
$234K -$42.9K -428 -16%
PWAG
520
Polaris Wealth Advisory Group
California
$234K
SWM
521
Segment Wealth Management
Texas
$233K
AIA
522
Avalon Investment & Advisory
Texas
$230K -$3.12M -31,064 -93%
Neuberger Berman Group
523
Neuberger Berman Group
New York
$222K -$822K -8,194 -79%
MAP
524
Moody Aldrich Partners
Massachusetts
$217K -$401 -4 -0.2%
IFS
525
Ifrah Financial Services
Arkansas
$216K +$209K +2,084 New