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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
776
Pinnacle Wealth Planning Services
Ohio
$193K -$22.2K -147 -9%
MNA
777
Manning & Napier Advisors
New York
$190K -$19.8K -131 -9%
UB
778
UMB Bank
Missouri
$186K +$7.4K +49 +4%
Federated Hermes
779
Federated Hermes
Pennsylvania
$184K -$1.49M -9,891 -88%
AIP
780
Ameritas Investment Partners
Nebraska
$174K -$9.36K -62 -5%
PWAM
781
Private Wealth Asset Management
Iowa
$174K +$162K +1,075 +554%
GWS
782
Greykasell Wealth Strategies
California
$165K
ZBNA
783
Zions Bancorporation, National Association
Utah
$162K -$84.3K -558 -32%
HCPC
784
Hamilton Capital Partners (Canada)
$156K -$19.5K -129 -10%
KFI
785
Key Financial Inc
Pennsylvania
$153K
HDIM
786
Hanson & Doremus Investment Management
Vermont
$147K -$11.3K -75 -7%
MPWT
787
MassMutual Private Wealth & Trust
Connecticut
$141K -$1.66K -11 -1%
CA
788
Clearstead Advisors
Ohio
$137K +$131K +865 +627%
CT
789
Caldwell Trust
Florida
$136K +$136K +900 +968%
EDRH
790
Edmond de Rothschild Holding
Switzerland
$121K
PPC
791
Park Place Capital
Alabama
$120K -$1.43M -9,452 -92%
SAM
792
Smartleaf Asset Management
Massachusetts
$118K
WTA
793
Washington Trust Advisors
Massachusetts
$109K -$73.8K -489 -38%
BCWM
794
Bartlett & Co Wealth Management
Ohio
$109K -$755 -5 -0.6%
LS
795
Livforsakringsbolaget Skandia
Sweden
$108K
NAAA
796
New Age Alpha Advisors
New York
$106K -$5.26M -34,857 -98%
TFA
797
Toth Financial Advisory
Virginia
$105K
RCM
798
Raleigh Capital Management
North Carolina
$105K -$2.57K -17 -2%
TWC
799
TD Waterhouse Canada
Ontario, Canada
$103K -$7.25K -48 -6%
BTI
800
Blue Trust Inc
Georgia
$96.3K -$25.4K -168 -19%