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Broadridge

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