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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
776
Bestgate Wealth Advisors
Maryland
$255K +$252K +1,127 New
PWP
777
Phillips Wealth Planners
Mississippi
$254K -$896 -4 -0.3%
Arax Advisory Partners
778
Arax Advisory Partners
Colorado
$254K -$1.12K -5 -0.4%
DFA
779
Davies Financial Advisors
California
$253K – – –
KFI
780
Key Financial Inc
Pennsylvania
$253K -$10.3K -46 -4%
WDC
781
Woodward Diversified Capital
California
$252K +$250K +1,116 New
GSEP
782
Golden State Equity Partners
California
$250K -$88.5K -395 -26%
HCM
783
Hudson Capital Management
New Jersey
$249K – – –
TBT
784
Texas Bank & Trust
Texas
$249K +$246K +1,100 New
Fifth Third Wealth Advisors
785
Fifth Third Wealth Advisors
Ohio
$248K +$4.48K +20 +2%
UMB Bank
786
UMB Bank
Missouri
$248K +$12.8K +57 +5%
First Manhattan
787
First Manhattan
New York
$246K – – –
CICI
788
Capital Investment Counsel Inc
North Carolina
$244K -$61.6K -275 -20%
APA
789
Astoria Portfolio Advisors
New York
$242K -$4.26K -19 -2%
PBC
790
Pavion Blue Capital
California
$238K – – –
Sequoia Financial Advisors
791
Sequoia Financial Advisors
Ohio
$238K +$236K +1,052 New
Clark Capital Management Group
792
Clark Capital Management Group
Pennsylvania
$237K +$224 +1 +0.1%
AWM
793
Aprio Wealth Management
Georgia
$236K +$234K +1,046 New
MFA
794
Mayflower Financial Advisors
Massachusetts
$236K -$224 -1 -0.1%
AE Wealth Management
795
AE Wealth Management
Kansas
$235K +$233K +1,041 New
FP
796
Fiduciary Planning
Florida
$234K +$672 +3 +0.3%
SWM
797
SeaCrest Wealth Management
New York
$234K +$232K +1,034 New
LSAG
798
Lake Street Advisors Group
New Hampshire
$233K +$230K +1,026 New
JWCA
799
J.W. Cole Advisors
Florida
$233K -$224 -1 -0.1%
AMIM
800
Aull & Monroe Investment Management
Alabama
$232K -$39.2K -175 -15%