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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Global Retirement Partners
626
Global Retirement Partners
California
$149K +$8.44K +59 +7%
TWM
627
Tradition Wealth Management
Minnesota
$142K +$126K +879 +945%
Blue Trust Inc
628
Blue Trust Inc
Georgia
$141K +$51.5K +360 +52%
VWM
629
Venturi Wealth Management
Texas
$124K +$121K +843 New
TCOV
630
Trust Company of Vermont
Vermont
$123K – – –
Belpointe Asset Management
631
Belpointe Asset Management
Nevada
$117K -$4.72K -33 -4%
CF
632
Centaurus Financial
California
$114K +$111K +776 New
TFA
633
Toth Financial Advisory
Virginia
$113K – – –
WhitTier Trust Company
634
WhitTier Trust Company
Nevada
$112K -$2K -14 -2%
HIA
635
Harbor Investment Advisory
Maryland
$111K -$1.57K -11 -1%
TFA
636
Transamerica Financial Advisors
Florida
$106K -$715 -5 -0.7%
First Horizon Advisors
637
First Horizon Advisors
Tennessee
$104K – – –
HDIM
638
Hanson & Doremus Investment Management
Vermont
$103K – – –
Ameritas Advisory Services
639
Ameritas Advisory Services
Nebraska
$102K +$99.2K +693 New
SAM
640
S.A. Mason
Michigan
$98.9K – – –
Brown Brothers Harriman & Co
641
Brown Brothers Harriman & Co
New York
$98.9K +$2.29K +16 +2%
MassMutual Private Wealth & Trust
642
MassMutual Private Wealth & Trust
Connecticut
$98.1K +$4.44K +31 +5%
EBA
643
Eagle Bay Advisors
New York
$97.6K +$48.8K +341 +105%
CFGS
644
Concourse Financial Group Securities
Alabama
$95.6K +$4.72K +33 +5%
C
645
Covestor
United Kingdom
$92K +$23.5K +164 +35%
PPC
646
Park Place Capital
Alabama
$90.6K +$3.29K +23 +4%
Penserra Capital Management
647
Penserra Capital Management
California
$88K -$286 -2 -0.3%
CSPIA
648
Cary Street Partners Investment Advisory
Virginia
$88K – – –
CSWM
649
Cassady Schiller Wealth Management
Ohio
$87.9K -$2.58K -18 -3%
GFL
650
Granite FO LLC
New Hampshire
$87.2K +$85.9K +600 New