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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
676
Mystic Asset Management
Rhode Island
$340K -$2.09K -10 -0.6%
SVWAG
677
Sound View Wealth Advisors Group
Georgia
$340K +$16.5K +79 +5%
PTC
678
Private Trust Company
Ohio
$337K -$39.5K -189 -11%
MA
679
MONECO Advisors
Connecticut
$337K +$13.8K +66 +4%
CWC
680
Carolinas Wealth Consulting
North Carolina
$336K – – –
CreativeOne Wealth
681
CreativeOne Wealth
Kansas
$333K +$16.9K +81 +6%
Wolverine Trading
682
Wolverine Trading
Illinois
$333K -$13K -62 -4%
Dynamic Advisor Solutions
683
Dynamic Advisor Solutions
Arizona
$333K -$22.2K -106 -6%
PCM
684
Prelude Capital Management
New York
$332K -$96K -459 -23%
VWM
685
Venturi Wealth Management
Texas
$330K +$54.4K +260 +20%
MPM
686
MBB Public Markets
Illinois
$329K -$1.4M -6,679 -81%
OL
687
Optas LLC
Texas
$329K -$9.2K -44 -3%
MSFS
688
Main Street Financial Solutions
Pennsylvania
$328K +$1.67K +8 +0.5%
RT
689
Rockland Trust
Massachusetts
$326K +$1.05K +5 +0.3%
IFP Advisors
690
IFP Advisors
Florida
$326K -$23.4K -112 -7%
Moneta Group Investment Advisors
691
Moneta Group Investment Advisors
Missouri
$326K -$5.44K -26 -2%
GTS Securities
692
GTS Securities
Florida
$326K +$317K +1,516 New
Procyon Advisors
693
Procyon Advisors
Connecticut
$326K -$110K -528 -26%
Geneos Wealth Management
694
Geneos Wealth Management
Colorado
$325K +$276K +1,320 +691%
SPA
695
Shore Point Advisors
New Jersey
$323K – – –
AIM
696
Anchor Investment Management
South Carolina
$323K -$8.37K -40 -3%
BCMO
697
Buckingham Capital Management (Ohio)
Ohio
$323K – – –
GSEP
698
Golden State Equity Partners
California
$323K -$174K -834 -36%
OP
699
ORG Partners
Indiana
$321K +$27.2K +130 +10%
Ritholtz Wealth Management
700
Ritholtz Wealth Management
New York
$320K +$58.4K +279 +23%