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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Apollon Wealth Management
South Carolina
$213K -$66K -461 -24%
QPWM
602
Quadrant Private Wealth Management
Pennsylvania
$212K +$206K +1,439 New
PGFC
603
Peapack-Gladstone Financial Corp
New Jersey
$211K +$203K +1,417 New
RWA
604
River Wealth Advisors
Pennsylvania
$211K +$206K +1,439 New
MAS
605
Meeder Advisory Services
Ohio
$210K -$75.6K -528 -27%
FMAEN1
606
Fund Management at Engine No 1
California
$209K +$204K +1,429 New
AWS
607
Atria Wealth Solutions
New York
$207K +$201K +1,408 New
CI
608
Cigna Investments
Connecticut
$207K +$202K +1,410 New
CRC
609
Curi RMB Capital
Illinois
$207K +$202K +1,411 New
AMIM
610
Aull & Monroe Investment Management
Alabama
$206K +$201K +1,407 New
BFM
611
Boothbay Fund Management
New York
$206K -$406K -2,839 -67%
OA
612
Operose Advisors
Wisconsin
$205K – – –
SOS
613
Silver Oak Securities
Tennessee
$203K +$198K +1,385 New
BP
614
Ballentine Partners
Massachusetts
$203K +$198K +1,383 New
HIC
615
Harvey Investment Company
Kentucky
$201K +$196K +1,368 New
S
616
SignatureFD
Georgia
$199K -$11K -77 -5%
T
617
TOBAM
France
$188K +$51.1K +357 +39%
O
618
Ossiam
France
$187K -$568K -3,971 -76%
MCM
619
Manchester Capital Management
Vermont
$183K +$143 +1 +0.1%
KFI
620
Key Financial Inc
Pennsylvania
$169K – – –
HPC
621
HM Payson & Co
Maine
$168K -$35.8K -250 -18%
LJHT
622
Laurie J. Hall Trustee
$154K – – –
AAP
623
Arax Advisory Partners
Colorado
$150K +$20.3K +142 +16%
GRP
624
Global Retirement Partners
California
$149K +$8.44K +59 +7%
TWM
625
Tradition Wealth Management
Minnesota
$142K +$126K +879 +945%
23 24
25
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