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Broadridge
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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
701
Private Trust Company
Ohio
$378K -$12.6K -53 -3%
MGIA
702
Moneta Group Investment Advisors
Missouri
$376K +$6.89K +29 +2%
SVWAG
703
Sound View Wealth Advisors Group
Georgia
$376K – – –
OF
704
Optimize Financial
California
$373K -$2.38K -10 -0.6%
SPA
705
Shore Point Advisors
New Jersey
$366K – – –
AIM
706
Anchor Investment Management
South Carolina
$365K – – –
GC
707
Guggenheim Capital
Illinois
$363K +$24.5K +103 +7%
CWMK
708
Caliber Wealth Management (Kansas)
Kansas
$361K +$1.19K +5 +0.3%
AWM
709
AE Wealth Management
Kansas
$361K +$58.5K +246 +20%
SCM
710
Stonehearth Capital Management
Massachusetts
$360K – – –
EH
711
Equitable Holdings
New York
$360K +$97.2K +409 +38%
CPIG
712
Chicago Partners Investment Group
Illinois
$359K +$41.8K +176 +13%
PA
713
Profund Advisors
Maryland
$357K +$59.4K +250 +21%
TWC
714
TD Waterhouse Canada
Ontario, Canada
$357K +$11.9K +50 +4%
IIM
715
Ipswich Investment Management
Massachusetts
$356K -$5.94K -25 -2%
AC
716
Apella Capital
Connecticut
$356K +$2.61K +11 +0.7%
GC
717
Gilbert & Cook
Iowa
$355K +$6.42K +27 +2%
QWP
718
Quotient Wealth Partners
Texas
$354K -$3.56K -15 -1%
TIA
719
Traphagen Investment Advisors
New Jersey
$351K – – –
RBI
720
Raiffeisen Bank International
Austria
$350K – – –
RT
721
Rockland Trust
Massachusetts
$349K – – –
AM
722
Atwater Malick
Pennsylvania
$349K +$58K +244 +20%
DAS
723
Dynamic Advisor Solutions
Arizona
$348K -$8.56K -36 -2%
TPI
724
Trust Point Inc
Wisconsin
$346K -$123K -518 -27%
UBP
725
Union Bancaire Privee
Switzerland
$344K -$578K -2,432 -63%
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