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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFCM
576
Applied Finance Capital Management
Puerto Rico
$466K +$141K +936 +38%
DBRC
577
D.B. Root & Company
Pennsylvania
$464K +$13K +86 +3%
ECAM
578
East Coast Asset Management
Massachusetts
$461K -$162K -1,075 -24%
CL
579
CSS LLC
Illinois
$459K +$506K +3,350 New
CFA
580
CWS Financial Advisors
Michigan
$458K +$8.31K +55 +2%
SAM
581
Securian Asset Management
Minnesota
$456K -$15.1K -100 -3%
GCM
582
Graham Capital Management
Connecticut
$456K -$4.83K -32 -1%
BHCM
583
Brevan Howard Capital Management
Jersey
$449K -$477K -3,158 -49%
LCWP
584
Legacy Capital Wealth Partners
Arkansas
$448K +$39.3K +260 +9%
SWIM
585
Smallwood Wealth Investment Management
New Jersey
$446K -$16.5K -109 -3%
IAA
586
Independent Advisor Alliance
North Carolina
$444K -$266K -1,762 -35%
ALA
587
Atlas Legacy Advisors
California
$442K -$46.5K -308 -9%
CL
588
Choreo LLC
Illinois
$437K -$17.7K -117 -4%
UWS
589
Unique Wealth Strategies
Illinois
$437K +$18.4K +122 +4%
MIM
590
Meridiem Investment Management
United Kingdom
$436K -$157M -1,041,799 -100%
AFG
591
ABLE Financial Group
Arizona
$434K -$107K -708 -18%
S
592
Storgate
Texas
$433K +$478K +3,165 New
MWM
593
Mission Wealth Management
California
$433K -$36.9K -244 -7%
CCA
594
Childress Capital Advisors
Texas
$429K +$183K +1,210 +63%
PP
595
Paladin Partners
Wisconsin
$422K +$4.53K +30 +1%
MA
596
Mutual Advisors
Nebraska
$419K +$24.8K +164 +6%
TWIM
597
TIAA Wealth Investment Management
New York
$419K -$19.5K -129 -4%
KRSITF
598
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$418K -$2.11K -14 -0.5%
EI
599
Ellevest Inc
New York
$418K +$25.4K +168 +6%
WAOTB
600
Wealth Advisors of Tampa Bay
Florida
$416K +$458K +3,035 New
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