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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MA
551
Mutual Advisors
Nebraska
$314K -$25.1K -166 -8%
PFGIA
552
Patriot Financial Group Insurance Agency
Massachusetts
$313K +$26.3K +174 +10%
SAM
553
Strategy Asset Managers
California
$312K +$4.99K +33 +2%
SPA
554
Shore Point Advisors
New Jersey
$311K
OIA
555
OneDigital Investment Advisors
Kansas
$311K +$57.8K +382 +26%
Vontobel Holding
556
Vontobel Holding
Switzerland
$303K
MYIA
557
Mount Yale Investment Advisors
Colorado
$301K -$399K -2,639 -59%
MIM
558
Marco Investment Management
Georgia
$298K
CGL
559
Clarius Group LLC
Washington
$295K +$4.69K +31 +2%
HI
560
Horizon Investments
North Carolina
$292K +$20.4K +135 +8%
PWMG
561
Prestige Wealth Management Group
New Jersey
$292K -$112K -739 -30%
CI Investments Inc
562
CI Investments Inc
Ontario, Canada
$291K -$18.5K -122 -6%
MSFS
563
Main Street Financial Solutions
Pennsylvania
$289K +$454 +3 +0.2%
SCM
564
Stonehearth Capital Management
Massachusetts
$288K
CAM
565
Campion Asset Management
Virginia
$287K
BJL
566
Brighton Jones LLC
Washington
$287K +$7.42K +49 +3%
AP
567
Adero Partners
California
$286K
MFG
568
Menard Financial Group
Texas
$285K +$261K +1,722 New
AIP
569
Ameritas Investment Partners
Nebraska
$285K +$151 +1 +0.1%
MAP
570
Moody Aldrich Partners
Massachusetts
$284K -$13.3K -88 -5%
SI
571
Stephens Inc
Arkansas
$284K -$60.5K -400 -19%
KFSC
572
Keystone Financial Services (Colorado)
Colorado
$283K +$5.9K +39 +2%
JE
573
JMAC Enterprises
Pennsylvania
$282K +$257K +1,700 New
HKIMG
574
Hutchens & Kramer Investment Management Group
Indiana
$281K +$1.06K +7 +0.4%
PWG
575
Portside Wealth Group
Utah
$280K +$256K +1,693 New