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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
551
Meiji Yasuda Asset Management
Japan
$315K -$380K -2,510 -57%
MA
552
Mutual Advisors
Nebraska
$314K -$25.1K -166 -8%
PFGIA
553
Patriot Financial Group Insurance Agency
Massachusetts
$313K +$26.3K +174 +10%
SAM
554
Strategy Asset Managers
California
$312K +$4.99K +33 +2%
SPA
555
Shore Point Advisors
New Jersey
$311K – – –
OIA
556
OneDigital Investment Advisors
Kansas
$311K +$57.8K +382 +26%
Vontobel Holding
557
Vontobel Holding
Switzerland
$303K – – –
MYIA
558
Mount Yale Investment Advisors
Colorado
$301K -$399K -2,639 -59%
MIM
559
Marco Investment Management
Georgia
$298K – – –
CGL
560
Clarius Group LLC
Washington
$295K +$4.69K +31 +2%
HI
561
Horizon Investments
North Carolina
$292K +$20.4K +135 +8%
PWMG
562
Prestige Wealth Management Group
New Jersey
$292K -$112K -739 -30%
CI Investments Inc
563
CI Investments Inc
Ontario, Canada
$291K -$18.5K -122 -6%
MSFS
564
Main Street Financial Solutions
Pennsylvania
$289K +$454 +3 +0.2%
SCM
565
Stonehearth Capital Management
Massachusetts
$288K – – –
CAM
566
Campion Asset Management
Virginia
$287K – – –
BJL
567
Brighton Jones LLC
Washington
$287K +$7.42K +49 +3%
AP
568
Adero Partners
California
$286K – – –
MFG
569
Menard Financial Group
Texas
$285K +$261K +1,722 New
AIP
570
Ameritas Investment Partners
Nebraska
$285K +$151 +1 +0.1%
MAP
571
Moody Aldrich Partners
Massachusetts
$284K -$13.3K -88 -5%
SI
572
Stephens Inc
Arkansas
$284K -$60.5K -400 -19%
KFSC
573
Keystone Financial Services (Colorado)
Colorado
$283K +$5.9K +39 +2%
JE
574
JMAC Enterprises
Pennsylvania
$282K +$257K +1,700 New
HKIMG
575
Hutchens & Kramer Investment Management Group
Indiana
$281K +$1.06K +7 +0.4%