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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
576
Meredith Wealth Planning
Illinois
$226K +$239K +1,684 New
MSFS
577
Main Street Financial Solutions
Pennsylvania
$225K +$238K +1,678 New
APWM
578
Argonautica Private Wealth Management
Massachusetts
$224K +$238K +1,673 New
Verition Fund Management
579
Verition Fund Management
Connecticut
$224K -$1.81M -12,711 -88%
HKIMG
580
Hutchens & Kramer Investment Management Group
Indiana
$224K -$8.95K -63 -4%
EWM
581
Evercore Wealth Management
New York
$223K -$48.9K -344 -17%
MC
582
Moors & Cabot
Massachusetts
$223K +$24K +169 +11%
ACM
583
Advisors Capital Management
New Jersey
$222K -$30.3K -213 -11%
AIM
584
Anchor Investment Management
South Carolina
$221K – – –
MAM
585
Mystic Asset Management
Rhode Island
$221K – – –
KeyBank National Association
586
KeyBank National Association
Ohio
$221K -$5.97K -42 -2%
MG
587
Meritage Group
California
$220K +$233K +1,643 New
MFG
588
Menard Financial Group
Texas
$218K +$231K +1,624 New
CWC
589
Carolinas Wealth Consulting
North Carolina
$217K – – –
EWA
590
EP Wealth Advisors
California
$215K +$228K +1,602 New
AIM
591
Arcadia Investment Management
Michigan
$215K – – –
SF
592
Synovus Financial
Georgia
$214K +$226K +1,592 New
GG
593
Gofen & Glossberg
Illinois
$212K +$9.09K +64 +4%
First Manhattan
594
First Manhattan
New York
$209K -$2.27K -16 -1%
VanEck Associates
595
VanEck Associates
New York
$202K +$214K +1,508 New
BCMO
596
Buckingham Capital Management (Ohio)
Ohio
$201K – – –
HCM
597
Hudson Capital Management
New Jersey
$201K – – –
WTA
598
Washington Trust Advisors
Massachusetts
$199K – – –
S
599
SignatureFD
Georgia
$192K -$89.5K -630 -31%
OA
600
Operose Advisors
Wisconsin
$188K +$199K +1,400 New