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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
776
Amplius Wealth Advisors
Pennsylvania
$9K +$8.96K +51 New
SWA
777
Sutton Wealth Advisors
Florida
$8.04K +$527 +3 +7%
BBPWM
778
Blue Bell Private Wealth Management
Pennsylvania
$8K +$7.56K +43 New
FPS
779
Fieldpoint Private Securities
Connecticut
$6K
MRCM
780
M&R Capital Management
New Jersey
$6K
TSW
781
Thompson Siegel & Walmsley
Virginia
$6K
BIA
782
Bell Investment Advisors
California
$6K +$527 +3 +11%
Canada Pension Plan Investment Board
783
Canada Pension Plan Investment Board
Ontario, Canada
$5K -$2M -11,365 -100%
FMP
784
Financial Management Professionals
Texas
$5K
JMF
785
Johnson Midwest Financial
Iowa
$5K
VCM
786
Versant Capital Management
Arizona
$5K
HNWAG
787
High Net Worth Advisory Group
Florida
$5K +$4.39K +25 New
MGIM
788
M&G Investment Management
United Kingdom
$4.79K -$388K -2,207 -8%
CA
789
Clearstead Advisors
Ohio
$4K -$2.46K -14 -40%
CFA
790
Carroll Financial Associates
North Carolina
$4K -$1.93K -11 -31%
ACM
791
AUA Capital Management
Pennsylvania
$4K
JFA
792
JNBA Financial Advisors
Minnesota
$4K
TFS
793
TrustCore Financial Services
Tennessee
$4K
AF
794
Advisornet Financial
Minnesota
$4K +$2.99K +17 +340%
EIM
795
Essex Investment Management
Massachusetts
$3K
UFF
796
USA Financial Formulas
Michigan
$3K
SC
797
Schubert & Co
Texas
$3K +$2.64K +15 New
TSWM
798
Tyler-Stone Wealth Management
Ohio
$3K +$3.16K +18 New
MG
799
MilWealth Group
Wisconsin
$2.93K
RWM
800
Raffa Wealth Management
District of Columbia
$2.01K