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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
551
LifePro Asset Management
California
$274K – – –
JCM
552
Jacobsen Capital Management
Utah
$273K -$613K -4,281 -70%
SAM
553
Strategy Asset Managers
California
$271K -$4.72K -33 -2%
Integrated Wealth Concepts
554
Integrated Wealth Concepts
Massachusetts
$270K +$264K +1,843 New
Advisors Capital Management
555
Advisors Capital Management
New Jersey
$269K +$24.9K +174 +10%
Vontobel Holding
556
Vontobel Holding
Switzerland
$268K -$340K -2,375 -56%
SIC
557
Samalin Investment Counsel
New York
$267K +$1.43K +10 +0.6%
HCM
558
Hilton Capital Management
New York
$266K +$38.1K +266 +16%
MAP
559
Moody Aldrich Partners
Massachusetts
$264K -$286 -2 -0.1%
MIM
560
Marco Investment Management
Georgia
$264K – – –
MSFS
561
Main Street Financial Solutions
Pennsylvania
$256K +$8.87K +62 +4%
CGL
562
Clarius Group LLC
Washington
$256K -$3K -21 -1%
SCM
563
Stonehearth Capital Management
Massachusetts
$255K – – –
Merit Financial Group
564
Merit Financial Group
Georgia
$255K +$249K +1,740 New
Procyon Advisors
565
Procyon Advisors
Connecticut
$254K – – –
CAM
566
Campion Asset Management
Virginia
$254K +$248K +1,735 New
AP
567
Adero Partners
California
$253K +$247K +1,727 New
Ameritas Investment Partners
568
Ameritas Investment Partners
Nebraska
$252K +$286 +2 +0.1%
PFGIA
569
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$246K +1,718 New
RT
570
Rockland Trust
Massachusetts
$250K – – –
T
571
TRUADVICE
Florida
$249K +$245K +1,710 New
Empower Advisory Group
572
Empower Advisory Group
Colorado
$248K +$245K +1,711 New
HKIMG
573
Hutchens & Kramer Investment Management Group
Indiana
$247K +$2.29K +16 +1%
MWP
574
Meredith Wealth Planning
Illinois
$247K – – –
Brighton Jones LLC
575
Brighton Jones LLC
Washington
$246K +$241K +1,681 New