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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
626
CreativeOne Wealth
Kansas
$443K +$91.8K +410 +26%
MG
627
Mather Group
Illinois
$440K -$77.1K -344 -15%
T
628
TOBAM
France
$439K +$80K +357 +23%
TA
629
Tectonic Advisors
Texas
$438K +$22K +98 +5%
AWM
630
Aberdeen Wealth Management
Illinois
$438K -$29.1K -130 -6%
BFM
631
Boothbay Fund Management
New York
$438K -$9.63K -43 -2%
IFS
632
Ifrah Financial Services
Arkansas
$437K -$7.39K -33 -2%
AP
633
Advisors Preferred
Maryland
$435K -$145K -646 -25%
EB
634
Eastern Bank
Massachusetts
$434K +$26.9K +120 +7%
CFA
635
CWS Financial Advisors
Michigan
$432K +$151K +675 +55%
S
636
SignatureFD
Georgia
$432K +$21.3K +95 +5%
WA
637
Wealth Alliance
New York
$430K -$2.69K -12 -0.6%
VCM
638
Vivaldi Capital Management
Illinois
$430K +$18.6K +83 +5%
GC
639
Guggenheim Capital
Illinois
$428K +$60.5K +270 +17%
FHC
640
First Heartland Consultants
Missouri
$427K -$37.2K -166 -8%
IWA
641
Icon Wealth Advisors
Texas
$426K – – –
MWM
642
Maripau Wealth Management
Indiana
$420K +$415K +1,852 New
TPI
643
Trust Point Inc
Wisconsin
$420K +$416K +1,859 New
AP
644
Adero Partners
California
$415K +$10.1K +45 +3%
YIH
645
Y-Intercept (HK)
Hong Kong
$412K -$2.18M -9,737 -84%
IBOK
646
Independence Bank of Kentucky
Kentucky
$411K +$386K +1,725 +1,816%
MIM
647
Marco Investment Management
Georgia
$410K +$2.69K +12 +0.7%
RYIA
648
Roehl & Yi Investment Advisors
Oregon
$409K +$406K +1,811 New
NG
649
Norden Group
Utah
$408K +$34K +152 +9%
1WM
650
1858 Wealth Management
Ohio
$406K -$1.79K -8 -0.4%
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