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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MHS
601
M Holdings Securities
Oregon
$366K +$368K +1,857 New
1WM
602
1858 Wealth Management
Ohio
$364K +$2.18K +11 +0.6%
CTC
603
Central Trust Company
Missouri
$357K +$3.77K +19 +1%
FAFN
604
First Affirmative Financial Network
Colorado
$357K +$16.5K +83 +5%
Walleye Capital
605
Walleye Capital
New York
$356K +$205K +1,034 +134%
EWM
606
Empirical Wealth Management
Washington
$355K +$2.58K +13 +0.7%
MIM
607
Marco Investment Management
Georgia
$355K
S
608
SignatureFD
Georgia
$354K -$34.7K -175 -9%
TA
609
Tectonic Advisors
Texas
$349K +$29.4K +148 +9%
PTC
610
Private Trust Company
Ohio
$346K +$2.58K +13 +0.7%
AP
611
Adero Partners
California
$344K +$2.38K +12 +0.7%
TCBWMS
612
Texas Capital Bank Wealth Management Services
Texas
$342K +$30.5K +154 +10%
CAM
613
Campion Asset Management
Virginia
$342K
QWP
614
Quotient Wealth Partners
Texas
$339K +$342K +1,723 New
BAAM
615
Baker Avenue Asset Management
California
$338K +$5.16K +26 +2%
VCM
616
Vivaldi Capital Management
Illinois
$337K +$2.98K +15 +0.9%
AA
617
ALPS Advisors
Colorado
$336K -$992 -5 -0.3%
QI
618
Qtron Investments
Massachusetts
$335K
ANBT
619
American National Bank & Trust
Texas
$330K
HI
620
Horizon Investments
North Carolina
$330K +$4.96K +25 +2%
SRL
621
Scientech Research LLC
New Jersey
$328K +$331K +1,667 New
ALAM
622
Asahi Life Asset Management
Japan
$328K +$330K +1,665 New
DAS
623
Dynamic Advisor Solutions
Arizona
$326K -$4.17K -21 -1%
T
624
TOBAM
France
$325K -$82.5K -416 -20%
RCM
625
Radnor Capital Management
Pennsylvania
$325K