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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Dynamic Advisor Solutions
626
Dynamic Advisor Solutions
Arizona
$326K -$4.17K -21 -1%
T
627
TOBAM
France
$325K -$82.5K -416 -20%
RCM
628
Radnor Capital Management
Pennsylvania
$325K – – –
Wolverine Trading
629
Wolverine Trading
Illinois
$322K -$193K -972 -37%
IFP Advisors
630
IFP Advisors
Florida
$321K +$218K +1,097 +207%
EFMC
631
Empire Financial Management Company
New York
$320K – – –
SCM
632
Stonehearth Capital Management
Massachusetts
$318K – – –
APWM
633
Argonautica Private Wealth Management
Massachusetts
$318K +$25.4K +128 +9%
PWG
634
Portside Wealth Group
Utah
$316K -$6.94K -35 -2%
AIM
635
Arcadia Investment Management
Michigan
$315K – – –
PWMG
636
Prestige Wealth Management Group
New Jersey
$313K -$3.17K -16 -1%
MAM
637
Mystic Asset Management
Rhode Island
$313K – – –
CIA
638
Compass Ion Advisors
Pennsylvania
$312K – – –
SAM
639
Strategy Asset Managers
California
$312K -$520K -2,620 -58%
OL
640
Optas LLC
Texas
$310K +$3.57K +18 +1%
Ballentine Partners
641
Ballentine Partners
Massachusetts
$308K -$1.59K -8 -0.5%
KFSC
642
Keystone Financial Services (Colorado)
Colorado
$307K +$1.19K +6 +0.4%
GAMMA Investing
643
GAMMA Investing
California
$307K +$139K +699 +81%
CWC
644
Carolinas Wealth Consulting
North Carolina
$307K +$198 +1 +0.1%
FIM
645
Freedom Investment Management
Connecticut
$306K -$24.4K -123 -7%
Moneta Group Investment Advisors
646
Moneta Group Investment Advisors
Missouri
$304K +$793 +4 +0.3%
AIM
647
Anchor Investment Management
South Carolina
$303K – – –
BWP
648
BSW Wealth Partners
Colorado
$303K +$11.3K +57 +4%
Ameritas Investment Partners
649
Ameritas Investment Partners
Nebraska
$302K +$198 +1 +0.1%
MSFS
650
Main Street Financial Solutions
Pennsylvania
$299K -$4.96K -25 -2%