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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
676
Horizon Investments
North Carolina
$361K +$2.69K +12 +0.8%
MGIA
677
Moneta Group Investment Advisors
Missouri
$361K +$17.7K +79 +5%
CIA
678
Compass Ion Advisors
Pennsylvania
$360K -$40.3K -180 -10%
PWMG
679
Prestige Wealth Management Group
New Jersey
$360K – – –
BAM
680
Belpointe Asset Management
Nevada
$359K -$3.14K -14 -0.8%
GWM
681
Geneos Wealth Management
Colorado
$356K +$14.6K +65 +4%
CAM
682
Campion Asset Management
Virginia
$354K -$16.8K -75 -5%
CWC
683
Carolinas Wealth Consulting
North Carolina
$353K – – –
PWMAG
684
Pinnacle Wealth Management Advisory Group
New Jersey
$353K +$350K +1,561 New
RB
685
Renasant Bank
Mississippi
$352K +$125K +559 +56%
MSFS
686
Main Street Financial Solutions
Pennsylvania
$350K +$4.48K +20 +1%
SVWAG
687
Sound View Wealth Advisors Group
Georgia
$349K -$7.84K -35 -2%
PTC
688
Private Trust Company
Ohio
$348K -$6.94K -31 -2%
QWP
689
Quotient Wealth Partners
Texas
$346K -$44.4K -198 -11%
FIA
690
Foundations Investment Advisors
Arizona
$345K +$11.6K +52 +4%
WA
691
Wambolt & Associates
Colorado
$345K -$17.7K -79 -5%
RT
692
Rockland Trust
Massachusetts
$343K – – –
PA
693
Procyon Advisors
Connecticut
$343K +$224 +1 +0.1%
OL
694
Optas LLC
Texas
$343K -$3.36K -15 -1%
SPA
695
Shore Point Advisors
New Jersey
$340K – – –
AIM
696
Anchor Investment Management
South Carolina
$339K – – –
BCMO
697
Buckingham Capital Management (Ohio)
Ohio
$339K – – –
DAS
698
Dynamic Advisor Solutions
Arizona
$337K -$12.5K -56 -4%
DTL
699
Dynamic Technology Lab
Singapore
$337K +$334K +1,490 New
RWM
700
Ritholtz Wealth Management
New York
$337K +$448 +2 +0.1%
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