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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
626
LifePro Asset Management
California
$439K – – –
Boothbay Fund Management
627
Boothbay Fund Management
New York
$426K +$414K +1,981 New
DFCM
628
Dark Forest Capital Management
Puerto Rico
$425K +$413K +1,975 New
Stock Yards Bank & Trust
629
Stock Yards Bank & Trust
Kentucky
$424K -$6.9K -33 -2%
IFS
630
Ifrah Financial Services
Arkansas
$423K -$5.86K -28 -1%
ACM
631
Aster Capital Management
United Arab Emirates
$421K +$410K +1,960 New
RMC
632
Resources Management Corp
Connecticut
$420K -$4.18K -20 -1%
MWM
633
Mindset Wealth Management
Indiana
$412K +$401K +1,917 New
WA
634
Wealth Alliance
New York
$412K +$627 +3 +0.2%
IWA
635
Icon Wealth Advisors
Texas
$405K – – –
Empirical Wealth Management
636
Empirical Wealth Management
Washington
$401K +$13.4K +64 +4%
PWG
637
Portside Wealth Group
Utah
$398K +$51.9K +248 +15%
TA
638
Tectonic Advisors
Texas
$396K +$14.6K +70 +4%
CG
639
Cynosure Group
Utah
$391K -$2M -9,569 -84%
SignatureFD
640
SignatureFD
Georgia
$390K +$4.18K +20 +1%
1WM
641
1858 Wealth Management
Ohio
$388K -$8.99K -43 -2%
MIM
642
Marco Investment Management
Georgia
$387K – – –
Eastern Bank
643
Eastern Bank
Massachusetts
$387K +$376K +1,798 New
AP
644
Adero Partners
California
$385K +$9.2K +44 +3%
CIA
645
Compass Ion Advisors
Pennsylvania
$381K +$52.3K +250 +16%
Baker Avenue Asset Management
646
Baker Avenue Asset Management
California
$379K +$9.62K +46 +3%
MA
647
Mutual Advisors
Nebraska
$376K +$66.9K +320 +23%
Central Trust Company
648
Central Trust Company
Missouri
$374K -$15.3K -73 -4%
Quotient Wealth Partners
649
Quotient Wealth Partners
Texas
$372K +$1.25K +6 +0.3%
KeyBank National Association
650
KeyBank National Association
Ohio
$370K +$131K +626 +57%