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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TA
701
TrueWealth Advisors
Alabama
$253K -$122K -606 -33%
Brookstone Capital Management
702
Brookstone Capital Management
Illinois
$253K +$249K +1,234 New
RCAG
703
Rehmann Capital Advisory Group
Michigan
$252K +$2.02K +10 +0.8%
EL
704
EWA LLC
Pennsylvania
$252K -$10.5K -52 -4%
Harvest Fund Management
705
Harvest Fund Management
China
$252K -$78.5K -389 -24%
Belpointe Asset Management
706
Belpointe Asset Management
Nevada
$250K +$246K +1,218 New
CGL
707
Clarius Group LLC
Washington
$249K -$39.1K -194 -14%
RWA
708
River Wealth Advisors
Pennsylvania
$249K -$23.2K -115 -9%
Choate Investment Advisors
709
Choate Investment Advisors
Massachusetts
$248K +$4.24K +21 +2%
Wedbush Securities
710
Wedbush Securities
California
$247K +$243K +1,204 New
EBT
711
Enterprise Bank & Trust
Massachusetts
$246K – – –
HCM
712
Hudson Capital Management
New Jersey
$246K -$20.2K -100 -8%
PCS
713
Personal CFO Solutions
New Jersey
$246K -$3.83K -19 -2%
HKIMG
714
Hutchens & Kramer Investment Management Group
Indiana
$242K +$10.3K +51 +4%
JCM
715
Jacobsen Capital Management
Utah
$240K – – –
PWP
716
Phillips Wealth Planners
Mississippi
$239K -$4.44K -22 -2%
KFI
717
Key Financial Inc
Pennsylvania
$237K – – –
MCF Advisors
718
MCF Advisors
Kentucky
$237K +$202 +1 +0.1%
SOS
719
Silver Oak Securities
Tennessee
$237K +$11.3K +56 +5%
SWM
720
Seaside Wealth Management
California
$234K +$1.01K +5 +0.4%
CC
721
Courier Capital
New York
$233K – – –
Park National Corp
722
Park National Corp
Ohio
$232K – – –
DFA
723
Davies Financial Advisors
California
$229K +$226K +1,119 New
NP
724
Nilsine Partners
Colorado
$229K -$95.6K -474 -30%
TC
725
TwinBeech Capital
New York
$227K +$223K +1,106 New