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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
651
Ascent Wealth Partners
New York
$297K -$48K -242 -14%
SPA
652
Shore Point Advisors
New Jersey
$296K
MA
653
MONECO Advisors
Connecticut
$296K -$25.6K -129 -8%
BCMO
654
Buckingham Capital Management (Ohio)
Ohio
$296K
SVWAG
655
Sound View Wealth Advisors Group
Georgia
$296K
Capstone Investment Advisors
656
Capstone Investment Advisors
New York
$295K +$124K +624 +72%
WTA
657
Washington Trust Advisors
Massachusetts
$293K
WPC
658
Wedmont Private Capital
Pennsylvania
$292K +$13.9K +70 +5%
AC
659
Apella Capital
Connecticut
$290K +$19.8K +100 +7%
CW
660
CreativeOne Wealth
Kansas
$289K -$16.3K -82 -5%
GWSG
661
GPS Wealth Strategies Group
Colorado
$285K -$1.78K -9 -0.6%
GWM
662
Gibbs Wealth Management
Georgia
$282K +$284K +1,433 New
NPT
663
Nixon Peabody Trust
Massachusetts
$282K -$98.8K -498 -26%
IGAM
664
iA Global Asset Management
Quebec, Canada
$280K -$201K -1,012 -42%
CIA
665
Choate Investment Advisors
Massachusetts
$278K +$39.7K +200 +17%
SI
666
Seeds Investor
New York
$277K -$36.3K -183 -12%
OA
667
Operose Advisors
Wisconsin
$276K
SI
668
Stephens Inc
Arkansas
$275K +$2.58K +13 +0.9%
CI
669
CX Institutional
Indiana
$274K +$793 +4 +0.3%
ACM
670
Advisors Capital Management
New Jersey
$273K -$2.38K -12 -0.9%
DC
671
Davenport & Co
Virginia
$273K +$2.18K +11 +0.8%
SCM
672
Stevens Capital Management
Pennsylvania
$272K +$274K +1,382 New
RCAG
673
Rehmann Capital Advisory Group
Michigan
$271K +$29K +146 +12%
QEI
674
QSV Equity Investors
Illinois
$270K -$42.8K -216 -14%
MYIA
675
Mount Yale Investment Advisors
Colorado
$269K