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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Horizon Investments
676
Horizon Investments
North Carolina
$407K +$20K +85 +5%
ANBT
677
American National Bank & Trust
Texas
$406K – – –
Waverly Advisors
678
Waverly Advisors
Alabama
$406K +$394K +1,673 New
KeyBank National Association
679
KeyBank National Association
Ohio
$406K -$17.2K -73 -4%
SOW
680
State of Wyoming
Wyoming
$401K +$384K +1,631 +7,767%
OL
681
Optas LLC
Texas
$400K +$32K +136 +9%
1WM
682
1858 Wealth Management
Ohio
$398K -$36.2K -154 -9%
NRD
683
Nebula Research & Development
New York
$395K -$193K -819 -33%
Fifth Third Wealth Advisors
684
Fifth Third Wealth Advisors
Ohio
$395K +$125K +530 +48%
EFMC
685
Empire Financial Management Company
New York
$394K – – –
SAM
686
Strategy Asset Managers
California
$392K -$21.4K -91 -5%
PTC
687
Private Trust Company
Ohio
$390K +$16.9K +72 +5%
AIM
688
Arcadia Investment Management
Michigan
$388K – – –
Susquehanna Portfolio Strategies
689
Susquehanna Portfolio Strategies
Pennsylvania
$388K +$377K +1,600 New
WTB
690
Washington Trust Bank
Washington
$387K – – –
CP
691
CenterBook Partners
Connecticut
$387K +$375K +1,595 New
PWMG
692
Prestige Wealth Management Group
New Jersey
$385K – – –
Arax Advisory Partners
693
Arax Advisory Partners
Colorado
$385K +$109K +463 +41%
PWMAG
694
Pinnacle Wealth Management Advisory Group
New Jersey
$382K +$3.53K +15 +1%
CAM
695
Campion Asset Management
Virginia
$379K – – –
ALPS Advisors
696
ALPS Advisors
Colorado
$378K -$30.6K -130 -8%
CWC
697
Carolinas Wealth Consulting
North Carolina
$377K -$235 -1 -0.1%
SVWAG
698
Sound View Wealth Advisors Group
Georgia
$375K +$706 +3 +0.2%
OF
699
Optimize Financial
California
$374K -$14.1K -60 -4%
RCAG
700
Rehmann Capital Advisory Group
Michigan
$368K +$15.8K +67 +5%