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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
651
Vivaldi Capital Management
Illinois
$368K – – –
BAM
652
Belpointe Asset Management
Nevada
$366K +$92.9K +444 +35%
SAM
653
Strategy Asset Managers
California
$365K -$38.7K -185 -10%
AA
654
ALPS Advisors
Colorado
$363K -$4.39K -21 -1%
ANBT
655
American National Bank & Trust
Texas
$360K – – –
WPC
656
Wedmont Private Capital
Pennsylvania
$358K +$50.4K +241 +17%
EBA
657
Eagle Bay Advisors
New York
$357K -$63K -301 -15%
NG
658
Norden Group
Utah
$355K +$66.1K +316 +24%
CAM
659
Campion Asset Management
Virginia
$353K -$19.9K -95 -5%
GWM
660
Gibbs Wealth Management
Georgia
$351K +$41.4K +198 +14%
BP
661
Ballentine Partners
Massachusetts
$350K +$13.4K +64 +4%
BWP
662
BSW Wealth Partners
Colorado
$350K +$19K +91 +6%
GC
663
Guggenheim Capital
Illinois
$349K -$65.9K -315 -16%
EFMC
664
Empire Financial Management Company
New York
$349K – – –
MAM
665
Martingale Asset Management
Massachusetts
$348K -$393K -1,877 -54%
APWM
666
Argonautica Private Wealth Management
Massachusetts
$347K -$209 -1 -0.1%
SOS
667
Silver Oak Securities
Tennessee
$345K +$105K +501 +44%
UW
668
Unique Wealth
Florida
$345K +$19.9K +95 +6%
WA
669
Wambolt & Associates
Colorado
$344K -$134K -642 -29%
BTI
670
Blue Trust Inc
Georgia
$344K +$192K +918 +111%
AIM
671
Arcadia Investment Management
Michigan
$344K – – –
PWMG
672
Prestige Wealth Management Group
New Jersey
$342K – – –
T
673
TOBAM
France
$341K -$13.6K -65 -4%
HI
674
Horizon Investments
North Carolina
$340K -$18.8K -90 -5%
MAM
675
Mystic Asset Management
Rhode Island
$340K -$2.09K -10 -0.6%
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