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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
801
Equitable Trust
Tennessee
$265K – – –
HIC
802
Harvey Investment Company
Kentucky
$265K – – –
TC
803
Tannin Capital
North Carolina
$262K +$268K +1,176 New
SWP
804
Sagespring Wealth Partners
Tennessee
$261K -$129K -565 -33%
CAM
805
Cresset Asset Management
Illinois
$261K +$73K +320 +38%
ACM
806
Alta Capital Management
Utah
$259K -$347K -1,520 -57%
CIA
807
Choate Investment Advisors
Massachusetts
$258K – – –
CI
808
Cigna Investments
Connecticut
$258K – – –
MGIA
809
Moneta Group Investment Advisors
Missouri
$257K -$104K -455 -28%
NPFS
810
Novak & Powell Financial Services
Florida
$257K – – –
HDIM
811
Hanson & Doremus Investment Management
Vermont
$257K – – –
BLWM
812
Bucket List Wealth Management
Florida
$253K +$259K +1,134 New
S
813
Storgate
Texas
$253K +$258K +1,132 New
PNC
814
Park National Corp
Ohio
$252K -$1.14K -5 -0.4%
EBSAM
815
Eubel Brady & Suttman Asset Management
Ohio
$250K – – –
DFA
816
Davies Financial Advisors
California
$250K – – –
KFI
817
Key Financial Inc
Pennsylvania
$249K – – –
APA
818
Astoria Portfolio Advisors
New York
$249K +$63.9K +280 +25%
GM
819
GeoWealth Management
Illinois
$248K +$43.3K +190 +21%
BF
820
Brogan Financial
Tennessee
$247K -$90.3K -396 -26%
AWM
821
Aprio Wealth Management
Georgia
$247K +$7.98K +35 +3%
HCM
822
Hudson Capital Management
New Jersey
$246K – – –
TBT
823
Texas Bank & Trust
Texas
$245K – – –
DS
824
DRW Securities
Illinois
$245K +$251K +1,099 New
GS
825
GWN Securities
Florida
$245K +$250K +1,097 New
31 32
33
34 35