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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
MGB Wealth Management
Texas
$645K +$578K +3,135 New
OneDigital Investment Advisors
502
OneDigital Investment Advisors
Kansas
$642K +$233K +1,264 +68%
SIC
503
Samalin Investment Counsel
New York
$632K +$7.75K +42 +1%
Capstone Investment Advisors
504
Capstone Investment Advisors
New York
$632K +$413K +2,238 +269%
SWK
505
Stephen W. Kidder
$628K – – –
DAC
506
Dividend Assets Capital
South Carolina
$627K -$73.2K -397 -12%
PTP
507
Platform Technology Partners
New York
$626K – – –
Ashton Thomas Private Wealth
508
Ashton Thomas Private Wealth
Arizona
$616K +$1.48K +8 +0.3%
IEQ Capital
509
IEQ Capital
California
$611K -$26.2K -142 -5%
CIA
510
Compass Ion Advisors
Pennsylvania
$607K +$21K +114 +4%
Old National Bancorp
511
Old National Bancorp
Indiana
$607K -$63.6K -345 -10%
Bradley Foster & Sargent
512
Bradley Foster & Sargent
Connecticut
$606K -$184 -1 -0%
FTDI
513
First Trust Direct Indexing
Massachusetts
$604K +$12.7K +69 +2%
BFA
514
Beaumont Financial Advisors
Massachusetts
$602K +$2.03K +11 +0.4%
IFG Advisory
515
IFG Advisory
Georgia
$595K +$288K +1,563 +118%
AFG
516
Albion Financial Group
Utah
$595K – – –
Guggenheim Capital
517
Guggenheim Capital
Illinois
$593K +$61.8K +335 +13%
Twin Tree Management
518
Twin Tree Management
Texas
$584K -$1.64M -8,909 -76%
SB
519
Simmons Bank
Arkansas
$571K – – –
Mather Group
520
Mather Group
Illinois
$570K +$47.6K +258 +10%
CSPIA
521
Cary Street Partners Investment Advisory
Virginia
$569K +$351K +1,903 +220%
P
522
Pitcairn
Pennsylvania
$569K -$2.77K -15 -0.5%
AAM
523
AMI Asset Management
California
$563K +$17.3K +94 +4%
Investment Management Corp of Ontario (IMCO)
524
Investment Management Corp of Ontario (IMCO)
Canada
$561K +$503K +2,729 New
CT
525
Chicago Trust
Illinois
$561K – – –