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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
701
Hutchens & Kramer Investment Management Group
Indiana
$239K +$4.56K +23 +2%
RWM
702
Ritholtz Wealth Management
New York
$238K +$240K +1,208 New
EBT
703
Enterprise Bank & Trust
Massachusetts
$237K
AC
704
Avestar Capital
New York
$236K -$124K -624 -34%
HCM
705
Hudson Capital Management
New Jersey
$236K
SIC
706
Samalin Investment Counsel
New York
$235K -$236K -1,189 -50%
PWP
707
Phillips Wealth Planners
Mississippi
$234K -$13.5K -68 -5%
ET
708
Equitable Trust
Tennessee
$234K +$236K +1,189 New
JCM
709
Jacobsen Capital Management
Utah
$231K +$397 +2 +0.2%
KFI
710
Key Financial Inc
Pennsylvania
$228K +$595 +3 +0.3%
PCS
711
Personal CFO Solutions
New Jersey
$228K -$7.74K -39 -3%
CGL
712
Clarius Group LLC
Washington
$228K -$11.9K -60 -5%
MA
713
MCF Advisors
Kentucky
$228K
NPFS
714
Novak & Powell Financial Services
Florida
$226K +$228K +1,149 New
SWM
715
Seaside Wealth Management
California
$226K +$793 +4 +0.4%
CC
716
Courier Capital
New York
$224K
PNC
717
Park National Corp
Ohio
$223K
MOS
718
MGO One Seven
Ohio
$223K -$110K -553 -33%
SOS
719
Silver Oak Securities
Tennessee
$222K -$5.36K -27 -2%
SEIA
720
Signature Estate & Investment Advisors
California
$222K +$223K +1,125 New
DFA
721
Davies Financial Advisors
California
$220K
MMA
722
Miracle Mile Advisors
California
$220K +$221K +1,115 New
KeyBank National Association
723
KeyBank National Association
Ohio
$216K +$11.7K +59 +6%
CA
724
Claro Advisors
Massachusetts
$215K -$397 -2 -0.2%
FTWA
725
Fifth Third Wealth Advisors
Ohio
$214K +$216K +1,087 New