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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
576
CWS Financial Advisors
Michigan
$651K +$93.9K +377 +16%
CT
577
Chicago Trust
Illinois
$651K +$1.25K +5 +0.2%
PW
578
Pandora Wealth
Illinois
$644K -$100K -402 -13%
BIA
579
BHK Investment Advisors
Alabama
$640K – – –
Ninety One (UK)
580
Ninety One (UK)
United Kingdom
$639K -$63.6M -255,354 -99%
ACM
581
Alta Capital Management
Utah
$639K -$12K -48 -2%
WA
582
WealthTrust Axiom
Pennsylvania
$639K – – –
JWCA
583
J.W. Cole Advisors
Florida
$636K +$18.4K +74 +3%
VWM
584
Venturi Wealth Management
Texas
$635K +$46.1K +185 +7%
GWM
585
Gibbs Wealth Management
Georgia
$635K -$141K -565 -17%
UW
586
Unique Wealth
Florida
$634K -$72.2K -290 -10%
RT
587
Rockland Trust
Massachusetts
$629K +$300K +1,205 +84%
Prime Capital Investment Advisors
588
Prime Capital Investment Advisors
Kansas
$628K +$260K +1,044 +66%
Great Lakes Advisors
589
Great Lakes Advisors
Illinois
$626K -$93.9K -377 -13%
Empirical Wealth Management
590
Empirical Wealth Management
Washington
$618K -$1.89M -7,586 -75%
ECM
591
Everence Capital Management
Indiana
$618K – – –
BMWM
592
Brown Miller Wealth Management
Virginia
$617K +$3.74K +15 +0.6%
SC
593
Syon Capital
California
$611K +$349K +1,401 +120%
SRC
594
Shufro Rose & Co
New York
$606K – – –
Harvest Fund Management
595
Harvest Fund Management
China
$606K +$374K +1,502 +144%
CSPIA
596
Cary Street Partners Investment Advisory
Virginia
$600K +$21.2K +85 +3%
Leonteq Securities AG
597
Leonteq Securities AG
Switzerland
$599K -$498 -2 -0.1%
FHC
598
First Heartland Consultants
Missouri
$598K +$42.8K +172 +7%
MA
599
Mutual Advisors
Nebraska
$596K -$38.9K -156 -6%
AFG
600
Albion Financial Group
Utah
$590K -$249 -1 -0%