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Broadridge

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