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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
601
Atria Wealth Solutions
New York
$247K +$11.7K +77 +5%
WTA
602
Washington Trust Advisors
Massachusetts
$246K – – –
CCA
603
Cadent Capital Advisors
Oklahoma
$245K +$224K +1,480 New
SVWAG
604
Sound View Wealth Advisors Group
Georgia
$244K +$1.97K +13 +0.9%
Wellington Management Group
605
Wellington Management Group
Massachusetts
$242K -$802K -5,298 -78%
FIA
606
Foundations Investment Advisors
Arizona
$242K -$23.9K -158 -10%
BP
607
Ballentine Partners
Massachusetts
$242K +$11.5K +76 +5%
QPWM
608
Quadrant Private Wealth Management
Pennsylvania
$239K – – –
ETC
609
Exchange Traded Concepts
Oklahoma
$238K +$218K +1,438 New
ACM
610
Advisors Capital Management
New Jersey
$237K -$60.5K -400 -22%
RWA
611
River Wealth Advisors
Pennsylvania
$235K -$2.72K -18 -1%
OTL
612
Oak Thistle LLC
New York
$235K +$214K +1,417 New
CI
613
Cigna Investments
Connecticut
$234K – – –
SOS
614
Silver Oak Securities
Tennessee
$234K +$4.24K +28 +2%
LFA
615
LGT Financial Advisors
Texas
$234K -$12.6K -83 -6%
AMIM
616
Aull & Monroe Investment Management
Alabama
$233K – – –
PA
617
Profund Advisors
Maryland
$232K +$212K +1,402 New
OA
618
Operose Advisors
Wisconsin
$232K – – –
GSEP
619
Golden State Equity Partners
California
$232K +$212K +1,398 New
S
620
SignatureFD
Georgia
$231K +$6.05K +40 +3%
CI
621
CX Institutional
Indiana
$231K +$211K +1,392 New
SFA
622
Souders Financial Advisors
Ohio
$230K +$210K +1,386 New
CICI
623
Capital Investment Counsel Inc
North Carolina
$228K +$209K +1,378 New
HWM
624
HB Wealth Management
Georgia
$228K +$208K +1,374 New
AB
625
Atlas Brown
Kentucky
$224K +$205K +1,352 New