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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
576
Alta Capital Management
Utah
$663K -$11.6M -48,738 -95%
CT
577
Chicago Trust
Illinois
$663K – – –
BIA
578
BHK Investment Advisors
Alabama
$653K +$3.56K +15 +0.6%
TCWA
579
Turtle Creek Wealth Advisors
Texas
$652K +$638K +2,684 New
EI
580
Ellevest Inc
New York
$652K +$20.7K +87 +3%
WA
581
WealthTrust Axiom
Pennsylvania
$652K – – –
OFG
582
OmniStar Financial Group
North Carolina
$650K +$57.3K +241 +10%
MWM
583
Maripau Wealth Management
Indiana
$649K +$78.9K +332 +14%
Citizens Financial Group
584
Citizens Financial Group
Rhode Island
$648K +$41.8K +176 +7%
MAS
585
Meeder Advisory Services
Ohio
$644K +$38.5K +162 +7%
TD Private Client Wealth
586
TD Private Client Wealth
New York
$634K -$72.5K -305 -10%
OPOWM
587
One Plus One Wealth Management
Florida
$633K – – –
MSA
588
MUFG Securities Americas
New York
$633K +$126K +532 +26%
Wedmont Private Capital
589
Wedmont Private Capital
Pennsylvania
$632K +$9.27K +39 +1%
ECM
590
Everence Capital Management
Indiana
$631K – – –
JWCA
591
J.W. Cole Advisors
Florida
$631K +$290K +1,222 +89%
A
592
AlphaQuest
New York
$630K -$1.58M -6,632 -72%
World Investment Advisors
593
World Investment Advisors
California
$627K +$150K +631 +32%
Holocene Advisors
594
Holocene Advisors
New York
$627K +$613K +2,579 New
BMWM
595
Brown Miller Wealth Management
Virginia
$626K +$1.9K +8 +0.3%
QI
596
Qtron Investments
Massachusetts
$623K – – –
Schonfeld Strategic Advisors
597
Schonfeld Strategic Advisors
New York
$622K -$7.95M -33,461 -93%
DAC
598
Dividend Assets Capital
South Carolina
$620K – – –
Leonteq Securities AG
599
Leonteq Securities AG
Switzerland
$612K +$60.1K +253 +11%
FWM
600
Forza Wealth Management
Florida
$608K – – –