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Broadridge

BR

Market cap $21.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
526	AC 526 Avestar Capital New York	$394K	+$4.77K	+28	+1%
527	BB 527 Busey Bank Urbana, Illinois	$393K	+$17K	+100	+4%
528	AWP 528 Accretive Wealth Partners Parsippany, New Jersey	$390K	–	–	–
529	BFS 529 Bradley Foster & Sargent Hartford, Connecticut	$386K	+$341	+2	+0.1%
530	CT 530 Chicago Trust Grayslake, Illinois	$375K	–	–	–
531	HCM 531 Hilton Capital Management Garden City, New York	$374K	-$20.4K	-120	-5%
532	SWM 532 Segment Wealth Management Houston, Texas	$374K	–	–	–
533	AIA 533 Avalon Investment & Advisory Houston, Texas	$374K	+$382K	+2,242	New
534	AP 534 Americana Partners Houston, Texas	$374K	+$383K	+2,250	New
535	PVH 535 Psagot Value Holdings Tel Aviv, Israel	$373K	–	–	–
536	KPW 536 Kore Private Wealth New York	$373K	+$17.2K	+101	+5%
537	WFI 537 West Family Investments Carlsbad, California	$373K	+$67.8K	+398	+22%
538	OQS 538 Occudo Quantitative Strategies Fort Lauderdale, Florida	$370K	-$896K	-5,260	-70%
539	AWM 539 Aberdeen Wealth Management Lake Bluff, Illinois	$366K	–	–	–
540	IFS 540 Ifrah Financial Services Little Rock, Arkansas	$364K	+$3.41K	+20	+0.9%
541	MC 541 Maverick Capital Dallas, Texas	$361K	+$220K	+1,291	+147%
542	AA 542 ALPS Advisors Denver, Colorado	$357K	-$26.4K	-155	-7%
543	AWM 543 Accurate Wealth Management Wesley Chapel, Florida	$345K	+$51.3K	+301	+18%
544	MCM 544 MAI Capital Management Independence, Ohio	$344K	-$170	-1	-0%
545	AAS 545 Avantax Advisory Services Dallas, Texas	$343K	+$82.4K	+484	+31%
546	TCBWMS 546 Texas Capital Bank Wealth Management Services Dallas, Texas	$342K	-$13.6K	-80	-4%
547	EWM 547 Evercore Wealth Management New York	$341K	-$1.53K	-9	-0.4%
548	LAM 548 LifePro Asset Management San Diego, California	$340K	–	–	–
549	BCV 549 Banque Cantonale Vaudoise Lausanne, Switzerland	$338K	–	–	–
550	FTDI 550 First Trust Direct Indexing Boston, Massachusetts	$337K	+$344K	+2,021	New

Broadridge BR Market cap $21.1B

Broadridge

BR

Market cap $21.1B