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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
651
HighPoint Advisor Group
Illinois
$322K +$356K +2,355 New
ATC
652
Argent Trust Co
Tennessee
$322K -$3.17K -21 -0.9%
SIA
653
SeaBridge Investment Advisors
New Jersey
$321K – – –
PP
654
Prudential plc
United Kingdom
$320K -$988K -6,545 -74%
GS
655
GWN Securities
Florida
$319K +$84.4K +559 +32%
IGAM
656
iA Global Asset Management
Quebec, Canada
$317K -$657K -4,350 -65%
SG
657
StoneX Group
New York
$316K +$329K +2,178 New
SLC
658
Second Line Capital
Louisiana
$310K -$1.91M -12,651 -85%
EB
659
Exchange Bank
California
$308K – – –
AAM
660
Azzad Asset Management
Virginia
$308K +$339K +2,247 New
HNB
661
Huntington National Bank
Ohio
$306K +$63.9K +423 +23%
MA
662
MONECO Advisors
Connecticut
$306K +$54.4K +360 +19%
AFG
663
Atomi Financial Group
New York
$305K +$3.17K +21 +1%
OC
664
Oppenheimer & Co
New York
$300K -$238K -1,574 -42%
CMF
665
Counterpoint Mutual Funds
California
$298K -$3.58M -23,738 -92%
MMA
666
Miracle Mile Advisors
California
$298K -$36.1K -239 -10%
AC
667
AlphaCore Capital
California
$298K +$111K +734 +51%
CT
668
Chicago Trust
Illinois
$297K -$29.4K -195 -8%
MYIA
669
Mount Yale Investment Advisors
Colorado
$296K +$21.9K +145 +7%
BEAM
670
Baker Ellis Asset Management
Washington
$292K – – –
HWA
671
Heritage Wealth Advisors
Virginia
$292K – – –
CIA
672
Compass Ion Advisors
Pennsylvania
$291K -$9.21K -61 -3%
VAS
673
Vestmark Advisory Solutions
Massachusetts
$291K -$304K -2,016 -49%
IA
674
IFP Advisors
Florida
$289K +$33.5K +222 +12%
PPWP
675
Premier Path Wealth Partners
New Jersey
$284K -$112K -742 -26%
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