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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
651
Wealth Alliance
New York
$455K +$713 +3 +0.2%
TCBWMS
652
Texas Capital Bank Wealth Management Services
Texas
$453K +$9.98K +42 +2%
GAM
653
Groupama Asset Management
France
$451K -$43K -181 -9%
MIM
654
Marco Investment Management
Georgia
$445K +$4.99K +21 +1%
USCWA
655
U.S. Capital Wealth Advisors
Texas
$443K +$16.2K +68 +4%
IBOK
656
Independence Bank of Kentucky
Kentucky
$442K – – –
BAM
657
Belpointe Asset Management
Nevada
$442K +$24K +101 +6%
CIA
658
Compass Ion Advisors
Pennsylvania
$441K +$9.03K +38 +2%
SC
659
Sepio Capital
Utah
$438K -$262K -1,101 -38%
IFS
660
Ifrah Financial Services
Arkansas
$438K -$4.52K -19 -1%
BIM
661
Bridges Investment Management
Nebraska
$437K -$18.3K -77 -4%
WDC
662
Woodward Diversified Capital
California
$435K +$146K +615 +52%
EB
663
Eastern Bank
Massachusetts
$435K -$5.7K -24 -1%
MAM
664
Mystic Asset Management
Rhode Island
$433K – – –
SOS
665
Silver Oak Securities
Tennessee
$432K -$35.4K -149 -8%
BP
666
Ballentine Partners
Massachusetts
$431K +$4.75K +20 +1%
EA
667
Everpar Advisors
Oklahoma
$427K +$2.61K +11 +0.6%
BRWA
668
B. Riley Wealth Advisors
Florida
$425K +$416K +1,751 New
MA
669
MONECO Advisors
Connecticut
$424K -$10.5K -44 -2%
CTC
670
Central Trust Company
Missouri
$424K +$3.8K +16 +0.9%
CFGW
671
Chancellor Financial Group WB
Pennsylvania
$423K – – –
AWA
672
Arkadios Wealth Advisors
Georgia
$418K +$169K +711 +71%
VCM
673
Vivaldi Capital Management
Illinois
$417K -$2.14K -9 -0.5%
SFG
674
Sunburst Financial Group
Alabama
$416K +$85.1K +358 +26%
CAMG
675
CWA Asset Management Group
Florida
$416K +$81K +341 +25%
25 26
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