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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
UW
651
Unique Wealth
Florida
$231K +$228K +1,289 New
CC
652
Courier Capital
New York
$231K
GWSG
653
GPS Wealth Strategies Group
Colorado
$227K +$177 +1 +0.1%
FIA
654
Foundations Investment Advisors
Arizona
$226K -$35.1K -198 -14%
PWP
655
Phillips Wealth Planners
Mississippi
$226K -$886 -5 -0.4%
PCM
656
Penserra Capital Management
California
$226K -$13.5K -76 -6%
AG
657
Algert Global
California
$225K +$223K +1,257 New
TIA
658
Traphagen Investment Advisors
New Jersey
$225K
PWPS
659
Pinnacle Wealth Planning Services
Ohio
$225K +$354 +2 +0.2%
GA
660
Goldstein Advisors
Wisconsin
$224K -$15.6K -88 -7%
CI
661
Cigna Investments
Connecticut
$224K -$28.7K -162 -11%
PCS
662
Personal CFO Solutions
New Jersey
$222K +$220K +1,241 New
HIC
663
Harvey Investment Company
Kentucky
$222K
KWM
664
Kingsview Wealth Management
Oregon
$222K -$10.1K -57 -4%
IAS
665
Insigneo Advisory Services
Florida
$221K +$218K +1,230 New
RCAG
666
Rehmann Capital Advisory Group
Michigan
$218K +$216K +1,220 New
MA
667
MONECO Advisors
Connecticut
$218K +$354 +2 +0.2%
Simplex Trading
668
Simplex Trading
Illinois
$218K +$216K +1,219 New
TA
669
TrueWealth Advisors
Alabama
$217K +$215K +1,214 New
JCM
670
Jacobsen Capital Management
Utah
$216K -$24.4K -138 -10%
Empower Advisory Group
671
Empower Advisory Group
Colorado
$215K +$213K +1,202 New
MA
672
Mutual Advisors
Nebraska
$212K -$126K -709 -37%
SWA
673
Stratos Wealth Advisors
Ohio
$212K +$210K +1,183 New
UB
674
UMB Bank
Missouri
$210K -$638K -3,600 -75%
DC
675
Davenport & Co
Virginia
$210K +$208K +1,174 New