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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
626
Eagle Bay Advisors
New York
$346K -$20.8K -103 -6%
BAAM
627
Baker Avenue Asset Management
California
$346K -$2.02K -10 -0.6%
MOS
628
MGO One Seven
Ohio
$345K -$807 -4 -0.2%
ANBT
629
American National Bank & Trust
Texas
$343K +$338K +1,676 New
FIM
630
Freedom Investment Management
Connecticut
$343K -$95.6K -474 -22%
DAS
631
Dynamic Advisor Solutions
Arizona
$343K +$4.84K +24 +1%
GSC
632
Grey Street Capital
Illinois
$341K +$335K +1,660 New
RCM
633
Radnor Capital Management
Pennsylvania
$338K -$129K -640 -28%
HI
634
Horizon Investments
North Carolina
$338K -$20.4K -101 -6%
PWG
635
Portside Wealth Group
Utah
$336K +$25.6K +127 +8%
EGM
636
Engineers Gate Manager
New York
$335K +$329K +1,633 New
MA
637
MONECO Advisors
Connecticut
$334K +$86.5K +429 +36%
EFMC
638
Empire Financial Management Company
New York
$333K – – –
TA
639
Tectonic Advisors
Texas
$332K +$26.6K +132 +9%
VCM
640
Vivaldi Capital Management
Illinois
$332K -$5.24K -26 -2%
SCM
641
Stonehearth Capital Management
Massachusetts
$331K – – –
PWMG
642
Prestige Wealth Management Group
New Jersey
$329K -$4.44K -22 -1%
AIA
643
Arrow Investment Advisors
Maryland
$328K +$323K +1,603 New
AIM
644
Arcadia Investment Management
Michigan
$328K – – –
CG
645
Cynosure Group
Utah
$328K -$3.78M -18,754 -92%
SI
646
Seeds Investor
New York
$326K -$164K -812 -34%
MAM
647
Mystic Asset Management
Rhode Island
$326K -$2.02K -10 -0.6%
QEI
648
QSV Equity Investors
Illinois
$325K -$217K -1,078 -40%
TCBWMS
649
Texas Capital Bank Wealth Management Services
Texas
$324K +$11.1K +55 +4%
BP
650
Ballentine Partners
Massachusetts
$322K +$15.5K +77 +5%
24 25
26
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