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Broadridge

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