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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
RBI
701
Raiffeisen Bank International
Austria
$370K – – –
GCM
702
Graham Capital Management
Connecticut
$368K +$377K +1,651 New
MIP
703
Marietta Investment Partners
Wisconsin
$368K +$26.2K +115 +7%
MAM
704
Mystic Asset Management
Rhode Island
$367K -$30.6K -134 -8%
BPA
705
Beacon Pointe Advisors
California
$367K +$102K +446 +37%
EB
706
Eastern Bank
Massachusetts
$366K -$34.2K -150 -8%
ACM
707
Advisors Capital Management
New Jersey
$366K -$13.5K -59 -3%
AC
708
AlphaCore Capital
California
$365K +$371K +1,628 New
EFMC
709
Empire Financial Management Company
New York
$363K – – –
DAS
710
Diversify Advisory Services
Utah
$362K -$150K -659 -28%
SAM
711
Strategy Asset Managers
California
$362K -$456 -2 -0.1%
TCBWMS
712
Texas Capital Bank Wealth Management Services
Texas
$361K -$31.7K -139 -8%
CI
713
CX Institutional
Indiana
$361K -$3.42K -15 -0.9%
DE
714
Diversified Enterprises
Delaware
$358K +$25.3K +111 +7%
PMAM
715
Picton Mahoney Asset Management
Ontario, Canada
$357K -$634K -2,782 -63%
AIM
716
Arcadia Investment Management
Michigan
$357K – – –
MOS
717
MGO One Seven
Ohio
$356K -$912 -4 -0.3%
TPI
718
Trust Point Inc
Wisconsin
$355K -$21K -92 -5%
CAMG
719
CWA Asset Management Group
Florida
$354K -$28.7K -126 -7%
VFA
720
Voya Financial Advisors
Connecticut
$352K -$45.6K -200 -11%
PTC
721
Private Trust Company
Ohio
$352K -$228 -1 -0.1%
CAM
722
Campion Asset Management
Virginia
$349K – – –
PWMG
723
Prestige Wealth Management Group
New Jersey
$348K -$29.6K -130 -8%
WTB
724
Washington Trust Bank
Washington
$348K – – –
TE
725
Tema ETFs
New York
$348K -$912 -4 -0.3%
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