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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
551
Prestige Wealth Management Group
New Jersey
$292K +$16.2K +121 +6%
DDC
552
DF Dent & Co
Maryland
$292K +$296K +2,214 New
AWM
553
Aberdeen Wealth Management
Illinois
$290K
Wellington Management Group
554
Wellington Management Group
Massachusetts
$286K -$1.34K -10 -0.5%
IFS
555
Ifrah Financial Services
Arkansas
$283K +$3.48K +26 +1%
FC
556
FORA Capital
Florida
$277K -$325K -2,428 -54%
QT
557
Quantamental Technologies
New York
$277K +$281K +2,102 New
QI
558
QS Investors
New York
$275K -$3.21K -24 -1%
FBT
559
First Bank & Trust
South Dakota
$273K -$183K -1,372 -40%
PA
560
Procyon Advisors
Connecticut
$270K
EWM
561
Evercore Wealth Management
New York
$269K +$1.2K +9 +0.4%
TCBWMS
562
Texas Capital Bank Wealth Management Services
Texas
$265K -$4.01K -30 -1%
RJT
563
Raymond James Trust
Florida
$264K +$1.6K +12 +0.6%
Carson Wealth (CWM LLC)
564
Carson Wealth (CWM LLC)
Nebraska
$263K
AA
565
ALPS Advisors
Colorado
$263K +$266K +1,990 New
TMAM
566
Tokio Marine Asset Management
Japan
$257K +$260K +1,942 New
AFG
567
Albion Financial Group
Utah
$256K
AAM
568
AMI Asset Management
California
$253K -$109K -813 -30%
SCM
569
Spreng Capital Management
Ohio
$252K -$33.4K -250 -12%
HCM
570
Hudson Capital Management
New Jersey
$251K -$34.2K -256 -12%
CT
571
Chicago Trust
Illinois
$246K -$12K -90 -5%
AT
572
Arden Trust
Delaware
$243K -$101K -753 -29%
VCM
573
Vivaldi Capital Management
Illinois
$241K -$66.8K -500 -23%
AMIM
574
Aull & Monroe Investment Management
Alabama
$239K -$33.4K -250 -12%
MIM
575
Marco Investment Management
Georgia
$238K