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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
676
Triangle Securities Wealth Management
North Carolina
$283K -$182K -1,206 -37%
SFS
677
Sowell Financial Services
Arkansas
$281K -$17.5K -116 -5%
RIG
678
RiverFront Investment Group
Virginia
$281K +$310K +2,054 New
BAM
679
Blueshift Asset Management
New Jersey
$278K -$142K -939 -32%
ZCI
680
Zevenbergen Capital Investments
Washington
$278K -$17.4K -115 -5%
DWT
681
Dorsey & Whitney Trust
South Dakota
$278K -$11.2K -74 -4%
CW
682
CreativeOne Wealth
Kansas
$277K -$88.2K -584 -22%
PCM
683
Polymer Capital Management
New York
$277K -$298K -1,975 -49%
UAG
684
United Advisor Group
Ohio
$276K -$236K -1,562 -44%
TPCW
685
TD Private Client Wealth
New York
$276K -$22.5K -149 -7%
RS
686
R Squared
Hong Kong
$276K +$304K +2,012 New
PWMAG
687
Pinnacle Wealth Management Advisory Group
New Jersey
$275K +$74.6K +494 +33%
EP
688
E6 Portfolios
Utah
$275K -$6.19K -41 -2%
IMC Chicago
689
IMC Chicago
Illinois
$274K +$302K +2,001 New
LFP
690
Leeward Financial Partners
Washington
$274K – – –
SAM
691
Strategy Asset Managers
California
$271K +$30.8K +204 +11%
KCP
692
Kera Capital Partners
California
$271K +$299K +1,979 New
GM
693
GeoWealth Management
Illinois
$270K +$77.2K +511 +35%
RT
694
Rockland Trust
Massachusetts
$270K -$53.9K -357 -15%
CJ
695
Caitlin John
Michigan
$268K +$23.7K +157 +9%
BCM
696
Brookstone Capital Management
Illinois
$267K +$5.59K +37 +2%
PCG
697
Prosperity Consulting Group
Maryland
$267K +$294K +1,947 New
GAM
698
Groupama Asset Management
France
$266K – – –
TG
699
TCW Group
California
$266K +$151 +1 +0.1%
DAC
700
Dividend Assets Capital
South Carolina
$264K -$58.6K -388 -17%