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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
801
Blue Trust Inc
Georgia
$266K +$35.5K +151 +16%
CA
802
Claro Advisors
Massachusetts
$266K -$8.94K -38 -3%
CICI
803
Capital Investment Counsel Inc
North Carolina
$261K
SWM
804
Seaside Wealth Management
California
$260K -$19.1K -81 -7%
APA
805
Astoria Portfolio Advisors
New York
$260K +$9.18K +39 +4%
FAFN
806
First Affirmative Financial Network
Colorado
$260K -$53.9K -229 -18%
EH
807
Equitable Holdings
New York
$260K +$252K +1,071 New
SWP
808
Sagespring Wealth Partners
Tennessee
$259K +$30.6K +130 +14%
VIM
809
Vinva Investment Management
Australia
$258K -$413K -1,753 -62%
First Manhattan
810
First Manhattan
New York
$257K -$6.35K -27 -2%
SCTC
811
Sanibel Captiva Trust Company
Florida
$257K +$249K +1,059 New
CFSG
812
Clark Financial Services Group
Missouri
$256K +$249K +1,056 New
PBC
813
Pavion Blue Capital
California
$255K
MFA
814
Mayflower Financial Advisors
Massachusetts
$254K +$941 +4 +0.4%
PA
815
Parallel Advisors
California
$254K -$22.1K -94 -8%
CCMG
816
Clark Capital Management Group
Pennsylvania
$254K -$235 -1 -0.1%
STA
817
Summit Trail Advisors
New York
$253K +$245K +1,039 New
LP
818
LMR Partners
United Kingdom
$252K +$245K +1,041 New
FP
819
Fiduciary Planning
Florida
$252K +$941 +4 +0.4%
USWIA
820
UP Strategic Wealth Investment Advisors
Pennsylvania
$251K +$14.1K +60 +6%
AWM
821
Aprio Wealth Management
Georgia
$251K -$2.82K -12 -1%
SWM
822
SeaCrest Wealth Management
New York
$250K -$706 -3 -0.3%
ECM
823
Evergreen Capital Management
Washington
$250K +$242K +1,027 New
SI
824
Seeds Investor
New York
$250K -$26.8K -114 -10%
AMIM
825
Aull & Monroe Investment Management
Alabama
$249K