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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
751
Erste Asset Management
Austria
$250K -$3.27M -17,190 -92%
CFSG
752
Clark Financial Services Group
Missouri
$250K +$19.9K +105 +7%
IQI
753
Integrated Quantitative Investments
Washington
$250K -$726K -3,824 -71%
LCM
754
Legato Capital Management
California
$250K
MNA
755
Manning & Napier Advisors
New York
$248K +$288K +1,517 New
PWMAG
756
Pinnacle Wealth Management Advisory Group
New Jersey
$246K -$4.75K -25 -2%
PCM
757
Prana Capital Management
Connecticut
$246K +$287K +1,513 New
DAS
758
Dynamic Advisor Solutions
Arizona
$245K +$34.6K +182 +14%
SWM
759
SHP Wealth Management
Massachusetts
$245K +$570 +3 +0.2%
SPA
760
Shore Point Advisors
New Jersey
$244K
AIM
761
Anchor Investment Management
South Carolina
$244K
DT
762
DV Trading
Illinois
$244K +$266K +1,400 +1,400%
OL
763
Optas LLC
Texas
$242K -$74.1K -390 -21%
SCM
764
Stonehearth Capital Management
Massachusetts
$240K
AC
765
Apella Capital
Connecticut
$240K +$4.75K +25 +2%
SCA
766
Snowden Capital Advisors
New York
$239K -$122K -642 -30%
KCA
767
Kastel Capital Advisors
Massachusetts
$238K
IIM
768
Ipswich Investment Management
Massachusetts
$238K
JWCA
769
J.W. Cole Advisors
Florida
$237K -$34.8K -183 -11%
GM
770
GeoWealth Management
Illinois
$237K +$65.7K +346 +31%
AO
771
Advisor OS
Illinois
$235K +$36.1K +190 +15%
AC
772
AlphaCore Capital
California
$234K -$37.4K -197 -12%
Calamos Advisors
773
Calamos Advisors
Illinois
$233K +$273K +1,435 New
CWM
774
Calamos Wealth Management
Illinois
$233K +$273K +1,435 New
NWMG
775
National Wealth Management Group
Ohio
$233K -$11.2K -59 -4%