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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
Seaside Wealth Management
California
$262K +$996 +4 +0.4%
KFI
802
Key Financial Inc
Pennsylvania
$262K
TBT
803
Texas Bank & Trust
Texas
$262K
AWM
804
Accurate Wealth Management
Florida
$261K +$13.4K +54 +5%
JF
805
Jump Financial
Illinois
$261K -$1.38M -5,532 -83%
C
806
Certuity
Florida
$260K +$271K +1,090 New
SCTC
807
Sanibel Captiva Trust Company
Florida
$259K -$249 -1 -0.1%
ECM
808
Evergreen Capital Management
Washington
$259K -$4.73K -19 -2%
CICI
809
Capital Investment Counsel Inc
North Carolina
$257K
AWM
810
Aprio Wealth Management
Georgia
$255K -$5.73K -23 -2%
PA
811
Parallel Advisors
California
$254K +$7.72K +31 +3%
EBA
812
Eagle Bay Advisors
New York
$254K -$135K -541 -34%
RW
813
Rede Wealth
Virginia
$254K +$265K +1,063 New
DWP
814
Daymark Wealth Partners
Ohio
$254K +$265K +1,066 New
ML
815
McAdam LLC
Pennsylvania
$253K +$29.1K +117 +12%
AAIS
816
ABN AMRO Investment Solutions
$253K
BWM
817
Baron Wealth Management
Michigan
$253K -$27.9K -112 -10%
First Manhattan
818
First Manhattan
New York
$251K
PBC
819
Pavion Blue Capital
California
$251K
PFG
820
PAX Financial Group
Texas
$250K +$31.4K +126 +14%
MFA
821
Mayflower Financial Advisors
Massachusetts
$250K
FW
822
FullCircle Wealth
Texas
$250K +$7.47K +30 +3%
LCOV
823
London Company of Virginia
Virginia
$248K -$25.8M -103,627 -99%
AG
824
Ascent Group
Virginia
$247K -$27.6K -111 -10%
AIM
825
Advyzon Investment Management
Illinois
$244K +$23.9K +96 +10%