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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CreativeOne Wealth
676
CreativeOne Wealth
Kansas
$261K +$22.9K +124 +11%
LA
677
LVW Advisors
New York
$259K +$232K +1,259 New
UW
678
Unique Wealth
Florida
$258K -$6.09K -33 -3%
TIA
679
Traphagen Investment Advisors
New Jersey
$258K – – –
PWPS
680
Pinnacle Wealth Planning Services
Ohio
$257K -$738 -4 -0.3%
Wedmont Private Capital
681
Wedmont Private Capital
Pennsylvania
$257K -$8.49K -46 -3%
CI
682
Cigna Investments
Connecticut
$257K – – –
UniSuper Management
683
UniSuper Management
Australia
$257K +$64K +347 +39%
HIC
684
Harvey Investment Company
Kentucky
$255K – – –
FHC
685
First Heartland Consultants
Missouri
$255K +$229K +1,241 New
PWP
686
Phillips Wealth Planners
Mississippi
$253K -$5.17K -28 -2%
Arax Advisory Partners
687
Arax Advisory Partners
Colorado
$252K -$48.5K -263 -18%
XTX Topco
688
XTX Topco
Cayman Islands
$251K +$225K +1,222 New
MA
689
Mutual Advisors
Nebraska
$251K +$6.46K +35 +3%
RCAG
690
Rehmann Capital Advisory Group
Michigan
$251K – – –
PCS
691
Personal CFO Solutions
New Jersey
$251K -$4.43K -24 -2%
EBT
692
Enterprise Bank & Trust
Massachusetts
$247K +$222K +1,201 New
MA
693
MONECO Advisors
Connecticut
$247K -$3.32K -18 -1%
Choate Investment Advisors
694
Choate Investment Advisors
Massachusetts
$245K +$220K +1,191 New
LNB
695
Ledyard National Bank
$244K +$219K +1,188 New
Empower Advisory Group
696
Empower Advisory Group
Colorado
$241K -$5.35K -29 -2%
SWA
697
Stratos Wealth Advisors
Ohio
$241K -$2.03K -11 -0.9%
JCM
698
Jacobsen Capital Management
Utah
$241K -$6.46K -35 -3%
CAM
699
Claret Asset Management
Quebec, Canada
$240K +$2.03K +11 +1%
KFI
700
Key Financial Inc
Pennsylvania
$238K – – –