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Broadstone Net Lease
BNL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
326
Parkside Financial Bank & Trust
Missouri
$3.34K – – –
MCM
327
MAI Capital Management
Ohio
$3.09K +$3.2K +178 New
PA
328
Parallel Advisors
California
$2.74K – – –
BIA
329
Bell Investment Advisors
California
$2.67K – – –
LGWM
330
Litman Gregory Wealth Management
California
$2.61K +$2.7K +150 New
TFA
331
Transamerica Financial Advisors
Florida
$1.85K -$18 -1 -0.9%
W
332
WealthCollab
Washington
$1.79K – – –
AIC
333
Archer Investment Corporation
Indiana
$1.48K +$1.53K +85 New
BWA
334
Basecamp Wealth Advisors
Washington
$1.35K +$1.4K +78 New
NS
335
NBC Securities
Alabama
$1.3K +$1.35K +75 New
CFM
336
Cornerstone Financial Management
Massachusetts
$1.15K +$1.19K +66 New
PWA
337
Physician Wealth Advisors
Utah
$1.11K – – –
PMAM
338
Picton Mahoney Asset Management
Ontario, Canada
$1.06K – – –
BFS
339
Bare Financial Services
Pennsylvania
$1.01K – – –
C
340
Covestor
United Kingdom
$1K -$106K -5,878 -99%
SEP
341
Signature Equity Partners
Ohio
$921 +$954 +53 New
M
342
MOTCO
Texas
$886 – – –
RWS
343
Retirement Wealth Solutions
Wisconsin
$800 +$126 +7 +18%
TWD
344
True Wealth Design
Ohio
$626 – – –
OC
345
Optima Capital
Oregon
$600 +$612 +34 New
AAP
346
Arax Advisory Partners
Colorado
$521 -$288K -16,002 -100%
FC
347
Financial Consulate
Maryland
$469 – – –
DF
348
Dunhill Financial
United Kingdom
$181 +$180 +10 New
KFAS
349
Keating Financial Advisory Services
Kansas
$174 +$180 +10 New
GFA
350
Godfrey Financial Associates
New York
$87 +$90 +5 New
12 13
14
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