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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCPP
726
Canada Post Corporation Pension Plan
Canada
$273K -$169K -890 -35%
MOS
727
MGO One Seven
Ohio
$271K +$13.9K +73 +5%
OIA
728
OneDigital Investment Advisors
Kansas
$271K -$124K -651 -28%
PCA
729
Pallas Capital Advisors
Massachusetts
$269K +$315K +1,656 New
MAM
730
Mystic Asset Management
Rhode Island
$267K – – –
FFO
731
Fiduciary Family Office
Florida
$267K -$130K -683 -29%
EFMC
732
Empire Financial Management Company
New York
$264K – – –
EB
733
Eastern Bank
Massachusetts
$263K -$4.18K -22 -1%
APA
734
Astoria Portfolio Advisors
New York
$261K +$47.7K +251 +18%
AIM
735
Arcadia Investment Management
Michigan
$260K – – –
LA
736
LVW Advisors
New York
$259K -$468K -2,465 -61%
TC
737
TownSquare Capital
Utah
$258K -$386K -2,032 -56%
IWA
738
Icon Wealth Advisors
Texas
$258K -$356K -1,875 -54%
CTC
739
Central Trust Company
Missouri
$258K -$30.6K -161 -9%
TE
740
Tema ETFs
New York
$254K +$1.33K +7 +0.4%
PWMG
741
Prestige Wealth Management Group
New Jersey
$254K – – –
WTB
742
Washington Trust Bank
Washington
$253K – – –
GC
743
Gilbert & Cook
Iowa
$253K +$4.94K +26 +2%
PWPS
744
Pinnacle Wealth Planning Services
Ohio
$253K +$51.1K +269 +21%
PTC
745
Private Trust Company
Ohio
$252K -$4.18K -22 -1%
CC
746
Centiva Capital
New York
$252K +$295K +1,552 New
ACM
747
Advisors Capital Management
New Jersey
$251K -$17.3K -91 -6%
CAM
748
Campion Asset Management
Virginia
$251K -$3.99K -21 -1%
SVWAG
749
Sound View Wealth Advisors Group
Georgia
$251K -$570 -3 -0.2%
AIM
750
Advyzon Investment Management
Illinois
$250K +$22.4K +118 +8%
28 29
30
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