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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
626
Vontobel Holding
Switzerland
$368K -$17.1K -113 -4%
WA
627
WealthTrust Axiom
Pennsylvania
$367K
AF
628
Allworth Financial
California
$365K +$11.2K +74 +3%
EB
629
Eastern Bank
Massachusetts
$359K +$151K +1,000 +62%
BBVA
630
Banco Bilbao Vizcaya Argentaria
Spain
$356K -$149K -985 -27%
MA
631
MCF Advisors
Kentucky
$355K -$105K -696 -21%
AA
632
Advisory Alpha
Michigan
$349K +$64K +424 +20%
CG
633
Clarus Group
Texas
$347K -$37.5K -248 -9%
TE
634
Tema ETFs
New York
$345K +$144K +954 +61%
AIM
635
Aigen Investment Management
New York
$343K -$1.11M -7,378 -75%
OP
636
Oslo Pensjonsforsikring
$341K +$60.9K +403 +19%
OIMU
637
Osmosis Investment Management UK
United Kingdom
$339K -$328K -2,170 -47%
WG
638
Wellington Group
Indiana
$339K
MYAM
639
Meiji Yasuda Asset Management
Japan
$338K -$154K -1,020 -29%
FPH
640
Financial Planning Hawaii
Hawaii
$332K +$366K +2,426 New
MFS
641
Mirabella Financial Services
United Kingdom
$331K +$6.8K +45 +2%
SCS
642
Sound Capital Solutions
Florida
$330K +$364K +2,411 New
EH
643
Equitable Holdings
New York
$329K -$849K -5,619 -70%
SWM
644
Segment Wealth Management
Texas
$325K -$8.15K -54 -2%
CSPIA
645
Cary Street Partners Investment Advisory
Virginia
$324K -$28.1K -186 -7%
FPAS
646
Focus Partners Advisor Solutions
Missouri
$323K -$269K -1,778 -43%
KWA
647
Kingswood Wealth Advisors
California
$323K +$356K +2,355 New
HAG
648
HighPoint Advisor Group
Illinois
$322K +$356K +2,355 New
ATC
649
Argent Trust Co
Tennessee
$322K -$3.17K -21 -0.9%
SIA
650
SeaBridge Investment Advisors
New Jersey
$321K