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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMI
651
Guardian Wealth Management (Illinois)
Illinois
$347K -$183K -963 -31%
6SA
652
6th Street Advisors
Alabama
$346K +$403K +2,119 New
BEAM
653
Baker Ellis Asset Management
Washington
$346K – – –
HWA
654
Heritage Wealth Advisors
Virginia
$346K – – –
AA
655
Advisory Alpha
Michigan
$345K +$108K +567 +36%
DWT
656
Dorsey & Whitney Trust
South Dakota
$341K +$50.9K +268 +15%
RB
657
Renasant Bank
Mississippi
$340K +$82.5K +434 +26%
WPC
658
Wedmont Private Capital
Pennsylvania
$340K -$90.4K -476 -18%
OP
659
Oslo Pensjonsforsikring
$339K +$397K +2,089 New
WG
660
Wellington Group
Indiana
$339K +$106K +557 +36%
DADC
661
D.A. Davidson & Co
Montana
$339K +$120K +633 +44%
EP
662
E6 Portfolios
Utah
$333K +$7.6K +40 +2%
JSSH
663
J. Safra Sarasin Holding
$330K +$45.4K +239 +13%
1C
664
111 Capital
France
$329K +$209K +1,100 +119%
PFA
665
Pure Financial Advisors
California
$328K +$208K +1,097 +119%
CII
666
Capital International Inc
California
$328K +$383K +2,016 New
MYIA
667
Mount Yale Investment Advisors
Colorado
$327K -$73.7K -388 -16%
QI
668
Qtron Investments
Massachusetts
$326K +$570 +3 +0.1%
LFP
669
Leeward Financial Partners
Washington
$325K – – –
SWM
670
Spire Wealth Management
Virginia
$324K +$2.09K +11 +0.6%
PFM
671
Patton Fund Management
Texas
$322K +$191K +1,006 +103%
FTWA
672
Fifth Third Wealth Advisors
Ohio
$318K +$37K +195 +11%
GAM
673
Groupama Asset Management
France
$317K -$859K -4,523 -70%
TG
674
TCW Group
California
$315K +$18K +95 +5%
MWM
675
Maridea Wealth Management
New York
$314K +$87.8K +462 +31%
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