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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
KFSC
576
Keystone Financial Services (Colorado)
Colorado
$244K
EWM
577
Evercore Wealth Management
New York
$244K
BAAM
578
Baker Avenue Asset Management
California
$244K +$238K +1,660 +55,333%
VCM
579
Vivaldi Capital Management
Illinois
$243K -$5.15K -36 -2%
AIM
580
Anchor Investment Management
South Carolina
$242K
CWC
581
Carolinas Wealth Consulting
North Carolina
$240K +$2.72K +19 +1%
HI
582
Horizon Investments
North Carolina
$239K +$233K +1,630 New
EFMC
583
Empire Financial Management Company
New York
$238K +$232K +1,624 New
FIA
584
Foundations Investment Advisors
Arizona
$238K +$232K +1,621 New
MAM
585
Mystic Asset Management
Rhode Island
$235K -$7.16K -50 -3%
AIM
586
Arcadia Investment Management
Michigan
$235K
GWSG
587
GPS Wealth Strategies Group
Colorado
$227K +$222K +1,550 New
KeyBank National Association
588
KeyBank National Association
Ohio
$227K -$13.7K -96 -6%
First Manhattan
589
First Manhattan
New York
$224K -$4.15K -29 -2%
DAS
590
Dynamic Advisor Solutions
Arizona
$222K +$217K +1,515 New
CT
591
Colonial Trust
South Carolina
$222K +$122K +855 +130%
APWM
592
Argonautica Private Wealth Management
Massachusetts
$220K -$24.6K -172 -10%
BCMO
593
Buckingham Capital Management (Ohio)
Ohio
$220K
HCM
594
Hudson Capital Management
New Jersey
$220K
SG
595
StoneX Group
New York
$219K +$213K +1,488 New
LFA
596
LGT Financial Advisors
Texas
$219K +$214K +1,494 New
OIA
597
OneDigital Investment Advisors
Kansas
$219K -$63.8K -446 -23%
MG
598
Mather Group
Illinois
$218K -$257K -1,798 -55%
WTA
599
Washington Trust Advisors
Massachusetts
$218K
AI
600
Atom Investors
Texas
$216K +$211K +1,477 New