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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
626
Dorsey & Whitney Trust
South Dakota
$516K -$22.9K -92 -4%
BPC
627
Bryce Point Capital
New York
$515K +$538K +2,162 New
DAS
628
Diversify Advisory Services
Utah
$512K -$360K -1,447 -38%
QI
629
Qtron Investments
Massachusetts
$511K -$104K -416 -16%
BEAM
630
Baker Ellis Asset Management
Washington
$508K +$531K +2,131 New
HWA
631
Heritage Wealth Advisors
Virginia
$507K – – –
PAM
632
Panagora Asset Management
Massachusetts
$504K -$587K -2,358 -53%
PAG
633
Private Advisor Group
New Jersey
$502K +$27.6K +111 +6%
SHFP
634
Second Half Financial Partners
Florida
$501K +$25.4K +102 +5%
S
635
SignatureFD
Georgia
$498K +$11.2K +45 +2%
MM
636
MQS Management
New York
$487K -$205K -822 -29%
ETC
637
Exchange Traded Concepts
Oklahoma
$486K +$357K +1,434 +236%
SWM
638
Spire Wealth Management
Virginia
$486K -$10.5K -42 -2%
IA
639
IFP Advisors
Florida
$482K -$28.4K -114 -5%
PWG
640
Portside Wealth Group
Utah
$481K -$24.4K -98 -5%
USCWA
641
U.S. Capital Wealth Advisors
Texas
$480K +$48.1K +193 +11%
TA
642
Tectonic Advisors
Texas
$479K +$9.96K +40 +2%
LFP
643
Leeward Financial Partners
Washington
$476K – – –
RB
644
Renasant Bank
Mississippi
$475K -$11.5K -46 -2%
CW
645
CreativeOne Wealth
Kansas
$473K -$231K -927 -32%
HNB
646
Huntington National Bank
Ohio
$472K -$47.1K -189 -9%
PFGIA
647
Patriot Financial Group Insurance Agency
Massachusetts
$466K -$105K -423 -18%
FMP
648
Financial Management Professionals
Texas
$464K +$236K +949 +96%
CPCPP
649
Canada Post Corporation Pension Plan
Canada
$463K – – –
MHC
650
Meyer Handelman Company
New York
$463K -$252K -1,010 -34%
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