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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
EI
551
Ellevest Inc
New York
$375K +$29K +164 +9%
RCM
552
Radnor Capital Management
Pennsylvania
$372K
MAP
553
Moody Aldrich Partners
Massachusetts
$372K +$63.4K +358 +21%
AWM
554
Aberdeen Wealth Management
Illinois
$370K
LAM
555
LifePro Asset Management
California
$365K
CA
556
Continuum Advisory
Idaho
$364K +$7.44K +42 +2%
IFS
557
Ifrah Financial Services
Arkansas
$363K -$6.38K -36 -2%
CTC
558
Central Trust Company
Missouri
$362K
BIA
559
Benchmark Investment Advisors
Illinois
$358K
PFGIA
560
Patriot Financial Group Insurance Agency
Massachusetts
$353K +$14.5K +82 +4%
Wellington Management Group
561
Wellington Management Group
Massachusetts
$352K +$89.3K +504 +34%
SPC
562
Sigma Planning Corp
Michigan
$347K -$17.5K -99 -5%
OR
563
Olympiad Research
Connecticut
$342K -$92.8K -524 -22%
SPA
564
Shore Point Advisors
New Jersey
$336K
HI
565
Horizon Investments
North Carolina
$335K +$18.9K +107 +6%
SIS
566
Strategic Investment Solutions
Illinois
$335K +$329K +1,860 +6,200%
IIC
567
Ironwood Investment Counsel
Arizona
$334K -$14.9K -84 -1%
OIA
568
OneDigital Investment Advisors
Kansas
$332K -$3.72K -21 -1%
FA
569
FDx Advisors
Illinois
$332K -$217K -1,224 -40%
Vontobel Holding
570
Vontobel Holding
Switzerland
$328K
MYIA
571
Mount Yale Investment Advisors
Colorado
$325K
CI Investments Inc
572
CI Investments Inc
Ontario, Canada
$324K +$9.74K +55 +3%
GSEP
573
Golden State Equity Partners
California
$323K +$72.1K +407 +29%
MIM
574
Marco Investment Management
Georgia
$322K
VSQM
575
V-Square Quantitative Management
Illinois
$322K +$192K +1,084 +152%