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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
776
Wagner Wealth Management (South Carolina)
South Carolina
$9K – – –
LWA
777
Lenox Wealth Advisors
New York
$9K +$1.76K +10 +26%
SFO
778
Standard Family Office
South Dakota
$9K +$8.26K +47 New
Confluence Wealth Services
779
Confluence Wealth Services
Pennsylvania
$9K +$8.79K +50 New
AWA
780
Amplius Wealth Advisors
Pennsylvania
$9K +$8.96K +51 New
SWA
781
Sutton Wealth Advisors
Florida
$8.04K +$527 +3 +7%
BBPWM
782
Blue Bell Private Wealth Management
Pennsylvania
$8K +$7.56K +43 New
FPS
783
Fieldpoint Private Securities
Connecticut
$6K – – –
MRCM
784
M&R Capital Management
New Jersey
$6K – – –
Thompson Siegel & Walmsley
785
Thompson Siegel & Walmsley
Virginia
$6K – – –
BIA
786
Bell Investment Advisors
California
$6K +$527 +3 +11%
Canada Pension Plan Investment Board
787
Canada Pension Plan Investment Board
Ontario, Canada
$5K -$2M -11,365 -100%
FMP
788
Financial Management Professionals
Texas
$5K – – –
JMF
789
Johnson Midwest Financial
Iowa
$5K – – –
VCM
790
Versant Capital Management
Arizona
$5K – – –
HNWAG
791
High Net Worth Advisory Group
Florida
$5K +$4.39K +25 New
Clearstead Advisors
792
Clearstead Advisors
Ohio
$4K -$2.46K -14 -40%
CFA
793
Carroll Financial Associates
North Carolina
$4K -$1.93K -11 -31%
ACM
794
AUA Capital Management
Pennsylvania
$4K – – –
JFA
795
JNBA Financial Advisors
Minnesota
$4K – – –
TFS
796
TrustCore Financial Services
Tennessee
$4K – – –
AF
797
Advisornet Financial
Minnesota
$4K +$2.99K +17 +340%
EIM
798
Essex Investment Management
Massachusetts
$3K – – –
UFF
799
USA Financial Formulas
Michigan
$3K – – –
SC
800
Schubert & Co
Texas
$3K +$2.64K +15 New