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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AP
801
Advisors Preferred
Maryland
$265K +$48.4K +212 +21%
ET
802
Equitable Trust
Tennessee
$265K – – –
HIC
803
Harvey Investment Company
Kentucky
$265K – – –
TC
804
Tannin Capital
North Carolina
$262K +$268K +1,176 New
Sagespring Wealth Partners
805
Sagespring Wealth Partners
Tennessee
$261K -$129K -565 -33%
Cresset Asset Management
806
Cresset Asset Management
Illinois
$261K +$73K +320 +38%
ACM
807
Alta Capital Management
Utah
$259K -$347K -1,520 -57%
Choate Investment Advisors
808
Choate Investment Advisors
Massachusetts
$258K – – –
CI
809
Cigna Investments
Connecticut
$258K – – –
Moneta Group Investment Advisors
810
Moneta Group Investment Advisors
Missouri
$257K -$104K -455 -28%
NPFS
811
Novak & Powell Financial Services
Florida
$257K – – –
HDIM
812
Hanson & Doremus Investment Management
Vermont
$257K – – –
BLWM
813
Bucket List Wealth Management
Florida
$253K +$259K +1,134 New
S
814
Storgate
Texas
$253K +$258K +1,132 New
Park National Corp
815
Park National Corp
Ohio
$252K -$1.14K -5 -0.4%
EBSAM
816
Eubel Brady & Suttman Asset Management
Ohio
$250K – – –
DFA
817
Davies Financial Advisors
California
$250K – – –
KFI
818
Key Financial Inc
Pennsylvania
$249K – – –
APA
819
Astoria Portfolio Advisors
New York
$249K +$63.9K +280 +25%
GM
820
GeoWealth Management
Illinois
$248K +$43.3K +190 +21%
BF
821
Brogan Financial
Tennessee
$247K -$90.3K -396 -26%
AWM
822
Aprio Wealth Management
Georgia
$247K +$7.98K +35 +3%
HCM
823
Hudson Capital Management
New Jersey
$246K – – –
TBT
824
Texas Bank & Trust
Texas
$245K – – –
DRW Securities
825
DRW Securities
Illinois
$245K +$251K +1,099 New