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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
601
Rockland Trust
Massachusetts
$543K -$47.7K -209 -8%
MYIA
602
Mount Yale Investment Advisors
Colorado
$536K +$44.5K +195 +9%
GWM
603
Gibbs Wealth Management
Georgia
$536K -$60.7K -266 -10%
AAM
604
AMI Asset Management
California
$533K -$20.3K -89 -4%
ATC
605
Argent Trust Co
Tennessee
$532K -$8.67K -38 -2%
SWM
606
Segment Wealth Management
Texas
$529K – – –
FRA
607
Frank Rimerman Advisors
California
$528K +$540K +2,366 New
SIA
608
SeaBridge Investment Advisors
New Jersey
$523K – – –
BAM
609
Belpointe Asset Management
Nevada
$522K +$191K +836 +56%
UW
610
Unique Wealth
Florida
$521K -$74.3K -326 -12%
FFO
611
Fiduciary Family Office
Florida
$519K -$184K -807 -26%
MM
612
MQS Management
New York
$518K +$62.5K +274 +13%
OIA
613
OneDigital Investment Advisors
Kansas
$517K -$195K -854 -27%
EPW
614
Evolve Private Wealth
California
$517K +$526K +2,307 New
PAG
615
Private Advisor Group
New Jersey
$516K +$47.4K +208 +10%
OPOWM
616
One Plus One Wealth Management
Florida
$516K -$28.1K -123 -5%
DAC
617
Dividend Assets Capital
South Carolina
$516K -$105K -462 -17%
RWM
618
Ritholtz Wealth Management
New York
$515K -$403K -1,769 -43%
EB
619
Exchange Bank
California
$502K – – –
MMA
620
Miracle Mile Advisors
California
$494K -$33.8K -148 -6%
EI
621
Ellevest Inc
New York
$491K -$59.8K -262 -11%
NG
622
Norden Group
Utah
$489K -$63.6K -279 -11%
IA
623
IFP Advisors
Florida
$486K +$35.4K +155 +8%
AWA
624
Aaron Wealth Advisors
Illinois
$483K -$218K -954 -31%
BEAM
625
Baker Ellis Asset Management
Washington
$476K – – –
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