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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Aberdeen Wealth Management
Illinois
$462K
MWM
652
Maripau Wealth Management
Indiana
$461K -$180K -723 -27%
SFG
653
Sunburst Financial Group
Alabama
$460K +$54.8K +220 +13%
MSFS
654
Main Street Financial Solutions
Pennsylvania
$452K -$1.74K -7 -0.4%
Acadian Asset Management
655
Acadian Asset Management
Massachusetts
$445K -$17.9K -72 -4%
SOS
656
Silver Oak Securities
Tennessee
$442K +$19.7K +79 +4%
BIM
657
Bridges Investment Management
Nebraska
$439K +$11.2K +45 +3%
WA
658
Wealth Alliance
New York
$439K -$7.72K -31 -2%
SOW
659
State of Wyoming
Wyoming
$438K +$458K +1,839 +183,900%
IBOK
660
Independence Bank of Kentucky
Kentucky
$433K
BP
661
Ballentine Partners
Massachusetts
$433K +$10.7K +43 +2%
CCMG
662
Clark Capital Management Group
Pennsylvania
$433K +$119K +477 +36%
MIM
663
Marco Investment Management
Georgia
$432K -$5.23K -21 -1%
CIA
664
Compass Ion Advisors
Pennsylvania
$431K -$747 -3 -0.2%
BBHC
665
Brown Brothers Harriman & Co
New York
$431K +$105K +420 +30%
OF
666
Optimize Financial
California
$428K +$65.8K +264 +17%
WDC
667
Woodward Diversified Capital
California
$428K +$1.25K +5 +0.3%
EB
668
Eastern Bank
Massachusetts
$427K
SC
669
Sepio Capital
Utah
$425K -$4.48K -18 -1%
MAM
670
Mystic Asset Management
Rhode Island
$424K
IFS
671
Ifrah Financial Services
Arkansas
$421K -$8.72K -35 -2%
LIA
672
LBMC Investment Advisors
Tennessee
$421K +$440K +1,767 New
RAM
673
Redmond Asset Management
Virginia
$421K -$31.1K -125 -7%
DC
674
Davenport & Co
Virginia
$419K +$98.9K +397 +29%
TCBWMS
675
Texas Capital Bank Wealth Management Services
Texas
$419K -$26.4K -106 -6%