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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WA
676
Waverly Advisors
Alabama
$406K +$394K +1,673 New
KeyBank National Association
677
KeyBank National Association
Ohio
$406K -$17.2K -73 -4%
SOW
678
State of Wyoming
Wyoming
$401K +$384K +1,631 +7,767%
OL
679
Optas LLC
Texas
$400K +$32K +136 +9%
1WM
680
1858 Wealth Management
Ohio
$398K -$36.2K -154 -9%
NRD
681
Nebula Research & Development
New York
$395K -$193K -819 -33%
FTWA
682
Fifth Third Wealth Advisors
Ohio
$395K +$125K +530 +48%
EFMC
683
Empire Financial Management Company
New York
$394K
SAM
684
Strategy Asset Managers
California
$392K -$21.4K -91 -5%
PTC
685
Private Trust Company
Ohio
$390K +$16.9K +72 +5%
AIM
686
Arcadia Investment Management
Michigan
$388K
SPS
687
Susquehanna Portfolio Strategies
Pennsylvania
$388K +$377K +1,600 New
WTB
688
Washington Trust Bank
Washington
$387K
CP
689
CenterBook Partners
Connecticut
$387K +$375K +1,595 New
PWMG
690
Prestige Wealth Management Group
New Jersey
$385K
AAP
691
Arax Advisory Partners
Colorado
$385K +$109K +463 +41%
PWMAG
692
Pinnacle Wealth Management Advisory Group
New Jersey
$382K +$3.53K +15 +1%
CAM
693
Campion Asset Management
Virginia
$379K
AA
694
ALPS Advisors
Colorado
$378K -$30.6K -130 -8%
CWC
695
Carolinas Wealth Consulting
North Carolina
$377K -$235 -1 -0.1%
SVWAG
696
Sound View Wealth Advisors Group
Georgia
$375K +$706 +3 +0.2%
OF
697
Optimize Financial
California
$374K -$14.1K -60 -4%
RCAG
698
Rehmann Capital Advisory Group
Michigan
$368K +$15.8K +67 +5%
MGIA
699
Moneta Group Investment Advisors
Missouri
$368K -$18.1K -77 -5%
SPA
700
Sherbrooke Park Advisers
New York
$368K +$357K +1,516 New