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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Tema ETFs
726
Tema ETFs
New York
$348K -$912 -4 -0.3%
Advisory Alpha
727
Advisory Alpha
Michigan
$347K +$18.5K +81 +5%
GAG
728
GM Advisory Group
New York
$347K +$355K +1,555 New
SVWAG
729
Sound View Wealth Advisors Group
Georgia
$345K – – –
PWMAG
730
Pinnacle Wealth Management Advisory Group
New Jersey
$344K -$14.4K -63 -4%
LCM
731
Legato Capital Management
California
$343K +$351K +1,537 New
GC
732
Gilbert & Cook
Iowa
$341K +$6.61K +29 +2%
WG
733
Wellington Group
Indiana
$341K +$349K +1,529 New
Guggenheim Capital
734
Guggenheim Capital
Illinois
$338K -$34.7K -152 -9%
MWM
735
MBE Wealth Management
Wisconsin
$337K +$23.9K +105 +7%
BRWA
736
B. Riley Wealth Advisors
Florida
$337K -$2.28K -10 -0.7%
SWM
737
SHP Wealth Management
Massachusetts
$336K +$343K +1,504 New
SPA
738
Shore Point Advisors
New Jersey
$336K – – –
AIM
739
Anchor Investment Management
South Carolina
$335K – – –
NWMG
740
National Wealth Management Group
Ohio
$333K +$341K +1,493 New
SCM
741
Stonehearth Capital Management
Massachusetts
$330K – – –
Evergreen Capital Management
742
Evergreen Capital Management
Washington
$330K +$89.2K +391 +36%
Magnetar Financial
743
Magnetar Financial
Illinois
$330K -$6.19M -27,129 -95%
D.E. Shaw & Co
744
D.E. Shaw & Co
New York
$330K – – –
VAM
745
Verity Asset Management
North Carolina
$330K +$337K +1,478 New
GTS Securities
746
GTS Securities
Florida
$329K +$138K +606 +70%
MWM
747
Maridea Wealth Management
New York
$328K -$183K -802 -35%
IIM
748
Ipswich Investment Management
Massachusetts
$327K – – –
BAWM
749
Bennett Associates Wealth Management
Pennsylvania
$326K +$333K +1,460 New
D.A. Davidson & Co
750
D.A. Davidson & Co
Montana
$324K +$38.1K +167 +13%