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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
626
Blue Trust Inc
Georgia
$141K +$51.5K +360 +52%
VWM
627
Venturi Wealth Management
Texas
$124K +$121K +843 New
TCOV
628
Trust Company of Vermont
Vermont
$123K
BAM
629
Belpointe Asset Management
Nevada
$117K -$4.72K -33 -4%
CF
630
Centaurus Financial
California
$114K +$111K +776 New
TFA
631
Toth Financial Advisory
Virginia
$113K
WTC
632
WhitTier Trust Company
Nevada
$112K -$2K -14 -2%
HIA
633
Harbor Investment Advisory
Maryland
$111K -$1.57K -11 -1%
TFA
634
Transamerica Financial Advisors
Florida
$106K -$715 -5 -0.7%
FHA
635
First Horizon Advisors
Tennessee
$104K
HDIM
636
Hanson & Doremus Investment Management
Vermont
$103K
AAS
637
Ameritas Advisory Services
Nebraska
$102K +$99.2K +693 New
SAM
638
S.A. Mason
Michigan
$98.9K
BBHC
639
Brown Brothers Harriman & Co
New York
$98.9K +$2.29K +16 +2%
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$98.1K +$4.44K +31 +5%
EBA
641
Eagle Bay Advisors
New York
$97.6K +$48.8K +341 +105%
CFGS
642
Concourse Financial Group Securities
Alabama
$95.6K +$4.72K +33 +5%
C
643
Covestor
United Kingdom
$92K +$23.5K +164 +35%
PPC
644
Park Place Capital
Alabama
$90.6K +$3.29K +23 +4%
PCM
645
Penserra Capital Management
California
$88K -$286 -2 -0.3%
CSPIA
646
Cary Street Partners Investment Advisory
Virginia
$88K
CSWM
647
Cassady Schiller Wealth Management
Ohio
$87.9K -$2.58K -18 -3%
GFL
648
Granite FO LLC
New Hampshire
$87.2K +$85.9K +600 New
Capstone Investment Advisors
649
Capstone Investment Advisors
New York
$86.2K +$84.1K +588 New
AAG
650
Armstrong Advisory Group
Massachusetts
$83.7K