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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SHF
751
Safe Harbor Fiduciary
Florida
$307K -$19K -80 -6%
Foundations Investment Advisors
752
Foundations Investment Advisors
Arizona
$307K -$25.2K -106 -8%
Sagespring Wealth Partners
753
Sagespring Wealth Partners
Tennessee
$307K +$46.1K +194 +18%
GWSG
754
GPS Wealth Strategies Group
Colorado
$306K -$6.89K -29 -2%
PWPS
755
Pinnacle Wealth Planning Services
Ohio
$304K -$10.2K -43 -3%
AO
756
Advisor OS
Illinois
$303K +$6.42K +27 +2%
HIC
757
Harvey Investment Company
Kentucky
$301K – – –
Blue Trust Inc
758
Blue Trust Inc
Georgia
$300K +$33.3K +140 +13%
HKIMG
759
Hutchens & Kramer Investment Management Group
Indiana
$299K -$2.38K -10 -0.8%
PFW
760
Petros Family Wealth
Minnesota
$296K -$1.19K -5 -0.4%
Advisory Alpha
761
Advisory Alpha
Michigan
$295K +$78K +328 +37%
FIM
762
Freedom Investment Management
Connecticut
$294K -$13.8K -58 -5%
GWS
763
Greykasell Wealth Strategies
California
$293K – – –
EBT
764
Enterprise Bank & Trust
Massachusetts
$292K – – –
BPFA
765
Barnes Pettey Financial Advisors
Mississippi
$292K – – –
GSF
766
Grove Street Fiduciary
New Hampshire
$291K -$4.52K -19 -2%
NP
767
Nilsine Partners
Colorado
$289K -$8.79K -37 -3%
ET
768
Equitable Trust
Tennessee
$289K – – –
CFSG
769
Clark Financial Services Group
Missouri
$288K +$30.4K +128 +12%
Arax Advisory Partners
770
Arax Advisory Partners
Colorado
$287K -$96.3K -405 -26%
Stephens Inc
771
Stephens Inc
Arkansas
$287K +$6.89K +29 +3%
PTC
772
Petrus Trust Company
Texas
$287K +$280K +1,180 New
Walleye Trading
773
Walleye Trading
New York
$287K +$245K +1,030 +691%
BWM
774
Baron Wealth Management
Michigan
$285K +$54.2K +228 +24%
MAP
775
Moody Aldrich Partners
Massachusetts
$285K -$5.94K -25 -2%