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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
626
Boothbay Fund Management
New York
$426K +$414K +1,981 New
DFCM
627
Dark Forest Capital Management
Puerto Rico
$425K +$413K +1,975 New
SYBT
628
Stock Yards Bank & Trust
Kentucky
$424K -$6.9K -33 -2%
IFS
629
Ifrah Financial Services
Arkansas
$423K -$5.86K -28 -1%
ACM
630
Aster Capital Management
United Arab Emirates
$421K +$410K +1,960 New
RMC
631
Resources Management Corp
Connecticut
$420K -$4.18K -20 -1%
MWM
632
Mindset Wealth Management
Indiana
$412K +$401K +1,917 New
WA
633
Wealth Alliance
New York
$412K +$627 +3 +0.2%
IWA
634
Icon Wealth Advisors
Texas
$405K
EWM
635
Empirical Wealth Management
Washington
$401K +$13.4K +64 +4%
PWG
636
Portside Wealth Group
Utah
$398K +$51.9K +248 +15%
TA
637
Tectonic Advisors
Texas
$396K +$14.6K +70 +4%
CG
638
Cynosure Group
Utah
$391K -$2M -9,569 -84%
S
639
SignatureFD
Georgia
$390K +$4.18K +20 +1%
1WM
640
1858 Wealth Management
Ohio
$388K -$8.99K -43 -2%
MIM
641
Marco Investment Management
Georgia
$387K
EB
642
Eastern Bank
Massachusetts
$387K +$376K +1,798 New
AP
643
Adero Partners
California
$385K +$9.2K +44 +3%
CIA
644
Compass Ion Advisors
Pennsylvania
$381K +$52.3K +250 +16%
BAAM
645
Baker Avenue Asset Management
California
$379K +$9.62K +46 +3%
MA
646
Mutual Advisors
Nebraska
$376K +$66.9K +320 +23%
CTC
647
Central Trust Company
Missouri
$374K -$15.3K -73 -4%
QWP
648
Quotient Wealth Partners
Texas
$372K +$1.25K +6 +0.3%
KeyBank National Association
649
KeyBank National Association
Ohio
$370K +$131K +626 +57%
TCBWMS
650
Texas Capital Bank Wealth Management Services
Texas
$369K -$3.77K -18 -1%