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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
551
OneDigital Investment Advisors
Kansas
$260K +$275K +1,939 New
AHB
552
Abner Herrman & Brock
New Jersey
$260K
AWM
553
Apollon Wealth Management
South Carolina
$257K -$142 -1 -0.1%
Lido Advisors
554
Lido Advisors
California
$256K -$18.8K -132 -6%
AIP
555
Ameritas Investment Partners
Nebraska
$254K +$142 +1 +0.1%
RCM
556
Radnor Capital Management
Pennsylvania
$254K
SAM
557
Strategy Asset Managers
California
$253K +$3.98K +28 +2%
SPA
558
Shore Point Advisors
New Jersey
$252K
WA
559
Wealth Alliance
New York
$251K -$188K -1,326 -41%
KFSC
560
Keystone Financial Services (Colorado)
Colorado
$251K +$237K +1,667 New
PCA
561
Personal Capital Advisors
California
$248K +$263K +1,852 New
HCM
562
Hilton Capital Management
New York
$247K
MGIM
563
M&G Investment Management
United Kingdom
$245K +$260K +1,831 New
SIC
564
Samalin Investment Counsel
New York
$243K -$852 -6 -0.3%
MAP
565
Moody Aldrich Partners
Massachusetts
$242K -$2.7K -19 -1%
MIM
566
Marco Investment Management
Georgia
$241K
CGL
567
Clarius Group LLC
Washington
$237K -$8.24K -58 -3%
VCM
568
Vivaldi Capital Management
Illinois
$235K -$1.99K -14 -0.8%
SCM
569
Stonehearth Capital Management
Massachusetts
$233K
PA
570
Procyon Advisors
Connecticut
$233K +$246K +1,735 New
EWM
571
Empirical Wealth Management
Washington
$230K +$40.8K +287 +20%
Pacer Advisors
572
Pacer Advisors
Pennsylvania
$229K -$176K -1,242 -42%
BCM
573
Bayesian Capital Management
New York
$228K -$568K -4,000 -70%
RT
574
Rockland Trust
Massachusetts
$228K -$11.2K -79 -4%
MWP
575
Meredith Wealth Planning
Illinois
$226K +$239K +1,684 New