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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
501
OmniStar Financial Group
North Carolina
$666K -$7.54K -38 -1%
AFG
502
ABLE Financial Group
Arizona
$657K +$198 +1 +0%
SP
503
Symmetry Partners
Connecticut
$656K -$81.5K -411 -11%
DFG
504
Delta Financial Group
New Jersey
$656K +$6.55K +33 +1%
OIA
505
OneDigital Investment Advisors
Kansas
$649K +$30.2K +152 +5%
PAM
506
Panagora Asset Management
Massachusetts
$645K -$1.3M -6,569 -67%
IC
507
IEQ Capital
California
$642K +$17.1K +86 +3%
DBRC
508
D.B. Root & Company
Pennsylvania
$639K +$2.58K +13 +0.4%
PPC
509
Park Place Capital
Alabama
$631K +$356K +1,797 +128%
FB
510
Fulton Bank
Pennsylvania
$630K +$6.94K +35 +1%
MWM
511
Mission Wealth Management
California
$630K -$595 -3 -0.1%
FRM
512
Fox Run Management
Connecticut
$628K -$835K -4,207 -57%
IEFM
513
IQ EQ Fund Management
Ireland
$628K -$56.7K -286 -8%
MMPW
514
Mitchell McLeod Pugh & Williams
Alabama
$628K -$3.97K -20 -0.6%
PTP
515
Platform Technology Partners
New York
$621K +$626K +3,154 New
PAG
516
Private Advisor Group
New Jersey
$613K -$173K -872 -22%
SC
517
Savant Capital
Illinois
$613K +$189K +951 +44%
MWM
518
MorganRosel Wealth Management
Colorado
$612K -$205K -1,031 -25%
GA
519
Gateway Advisory
New Jersey
$608K -$15.9K -80 -3%
JCM
520
Jacobi Capital Management
Pennsylvania
$602K +$6.15K +31 +1%
SWK
521
Stephen W. Kidder
$601K – – –
DAC
522
Dividend Assets Capital
South Carolina
$600K – – –
FWM
523
Forza Wealth Management
Florida
$591K – – –
CSPIA
524
Cary Street Partners Investment Advisory
Virginia
$590K +$9.52K +48 +2%
PI
525
PFG Investments
New York
$588K +$1.98K +10 +0.3%
19 20
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