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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CWA Asset Management Group
676
CWA Asset Management Group
Florida
$416K +$81K +341 +25%
LJHT
677
Laurie J. Hall Trustee
$413K – – –
KeyBank National Association
678
KeyBank National Association
Ohio
$412K +$5.7K +24 +1%
Waverly Advisors
679
Waverly Advisors
Alabama
$411K +$4.75K +20 +1%
PWMG
680
Prestige Wealth Management Group
New Jersey
$411K +$23.8K +100 +6%
Martingale Asset Management
681
Martingale Asset Management
Massachusetts
$411K – – –
ANBT
682
American National Bank & Trust
Texas
$407K – – –
Curi RMB Capital
683
Curi RMB Capital
Illinois
$407K +$199K +839 +101%
RCAG
684
Rehmann Capital Advisory Group
Michigan
$406K +$35.6K +150 +10%
KWM
685
KFG Wealth Management
Indiana
$400K +$34.7K +146 +10%
SAM
686
Strategy Asset Managers
California
$396K +$3.09K +13 +0.8%
EFMC
687
Empire Financial Management Company
New York
$395K – – –
1WM
688
1858 Wealth Management
Ohio
$393K -$5.94K -25 -2%
EBA
689
Eagle Bay Advisors
New York
$391K -$72.5K -305 -16%
OL
690
Optas LLC
Texas
$391K -$10.5K -44 -3%
BF
691
Brogan Financial
Tennessee
$389K +$154K +648 +68%
AIM
692
Arcadia Investment Management
Michigan
$389K – – –
PWMAG
693
Pinnacle Wealth Management Advisory Group
New Jersey
$387K +$3.8K +16 +1%
Prime Capital Investment Advisors
694
Prime Capital Investment Advisors
Kansas
$387K +$97.2K +409 +35%
CX Institutional
695
CX Institutional
Indiana
$386K +$27.3K +115 +8%
MIP
696
Marietta Investment Partners
Wisconsin
$385K -$42.8K -180 -10%
ALPS Advisors
697
ALPS Advisors
Colorado
$383K +$4.52K +19 +1%
Fifth Third Wealth Advisors
698
Fifth Third Wealth Advisors
Ohio
$383K -$12.8K -54 -3%
CAM
699
Campion Asset Management
Virginia
$380K – – –
MWM
700
MBE Wealth Management
Wisconsin
$380K +$22.3K +94 +6%