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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
601
YorkBridge Wealth Partners
New York
$104K – – –
TFA
602
Toth Financial Advisory
Virginia
$102K – – –
WB
603
Webster Bank
Connecticut
$94K -$19K -150 -17%
Northwestern Mutual Wealth Management
604
Northwestern Mutual Wealth Management
Wisconsin
$93K +$38.3K +302 +75%
HDIM
605
Hanson & Doremus Investment Management
Vermont
$92K – – –
MA
606
MUFG Americas
New York
$92K – – –
Carson Wealth (CWM LLC)
607
Carson Wealth (CWM LLC)
Nebraska
$91K -$2.54K -20 -3%
PCM
608
Prelude Capital Management
New York
$85K -$25.8K -203 -24%
PCP
609
Proficio Capital Partners
Massachusetts
$84K -$8.88K -70 -10%
FHA
610
Flagship Harbor Advisors
Massachusetts
$82K +$7.11K +56 +10%
CAPTRUST Financial Advisors
611
CAPTRUST Financial Advisors
North Carolina
$79K -$4.19K -33 -5%
TF
612
Tompkins Financial
New York
$78K -$19.7K -155 -21%
DCM
613
Dupont Capital Management
Delaware
$77K -$341K -2,686 -82%
FHA
614
First Horizon Advisors
Tennessee
$77K -$508 -4 -0.7%
BCM
615
Brasada Capital Management
Texas
$71K – – –
HCM
616
Highlander Capital Management
New Jersey
$66K – – –
LWA
617
Lowe Wealth Advisors
Maryland
$65K – – –
RFA
618
Reilly Financial Advisors
California
$58K – – –
AIS
619
Accurate Investment Solutions
Pennsylvania
$56K – – –
APP
620
Avantax Planning Partners
Iowa
$56K +$53.9K +425 New
CT
621
CPF Texas
Texas
$55K – – –
Group One Trading
622
Group One Trading
Illinois
$52K +$50.1K +395 New
AW
623
Alpha Windward
Massachusetts
$49K – – –
CLOS
624
Compagnie Lombard Odier SCmA
Switzerland
$49K +$21.6K +170 +85%
LFA
625
Legacy Financial Advisors
Kentucky
$48K -$12.4K -98 -21%