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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
626
Court Place Advisors
Maryland
$517K – – –
DWT
627
Dorsey & Whitney Trust
South Dakota
$516K -$22.9K -92 -4%
BPC
628
Bryce Point Capital
New York
$515K +$538K +2,162 New
Diversify Advisory Services
629
Diversify Advisory Services
Utah
$512K -$360K -1,447 -38%
QI
630
Qtron Investments
Massachusetts
$511K -$104K -416 -16%
BEAM
631
Baker Ellis Asset Management
Washington
$508K +$531K +2,131 New
Heritage Wealth Advisors
632
Heritage Wealth Advisors
Virginia
$507K – – –
Panagora Asset Management
633
Panagora Asset Management
Massachusetts
$504K -$587K -2,358 -53%
Private Advisor Group
634
Private Advisor Group
New Jersey
$502K +$27.6K +111 +6%
SHFP
635
Second Half Financial Partners
Florida
$501K +$25.4K +102 +5%
SignatureFD
636
SignatureFD
Georgia
$498K +$11.2K +45 +2%
MM
637
MQS Management
New York
$487K -$205K -822 -29%
Exchange Traded Concepts
638
Exchange Traded Concepts
Oklahoma
$486K +$357K +1,434 +236%
Spire Wealth Management
639
Spire Wealth Management
Virginia
$486K -$10.5K -42 -2%
IFP Advisors
640
IFP Advisors
Florida
$482K -$28.4K -114 -5%
PWG
641
Portside Wealth Group
Utah
$481K -$24.4K -98 -5%
U.S. Capital Wealth Advisors
642
U.S. Capital Wealth Advisors
Texas
$480K +$48.1K +193 +11%
TA
643
Tectonic Advisors
Texas
$479K +$9.96K +40 +2%
LFP
644
Leeward Financial Partners
Washington
$476K – – –
RB
645
Renasant Bank
Mississippi
$475K -$11.5K -46 -2%
CreativeOne Wealth
646
CreativeOne Wealth
Kansas
$473K -$231K -927 -32%
Huntington National Bank
647
Huntington National Bank
Ohio
$472K -$47.1K -189 -9%
PFGIA
648
Patriot Financial Group Insurance Agency
Massachusetts
$466K -$105K -423 -18%
FMP
649
Financial Management Professionals
Texas
$464K +$236K +949 +96%
Canada Post Corporation Pension Plan
650
Canada Post Corporation Pension Plan
Canada
$463K – – –