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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
576
Heritage Wealth Advisors
Virginia
$420K – – –
NP
577
NorthRock Partners
Minnesota
$418K +$51.4K +259 +14%
UAG
578
United Advisor Group
Ohio
$417K +$420K +2,117 New
HWM
579
HB Wealth Management
Georgia
$410K +$73K +368 +21%
O
580
Ossiam
France
$410K -$592K -2,983 -59%
MIP
581
Marietta Investment Partners
Wisconsin
$408K +$147K +740 +56%
AWM
582
Aberdeen Wealth Management
Illinois
$408K – – –
MAP
583
Moody Aldrich Partners
Massachusetts
$406K -$198 -1 -0%
SWM
584
Spire Wealth Management
Virginia
$404K +$397 +2 +0.1%
BIM
585
Bridges Investment Management
Nebraska
$404K +$407K +2,051 New
IWA
586
Icon Wealth Advisors
Texas
$403K +$374K +1,884 New
PA
587
Procyon Advisors
Connecticut
$403K -$57.3K -289 -12%
LAM
588
LifePro Asset Management
California
$402K – – –
MYAM
589
Meiji Yasuda Asset Management
Japan
$400K +$31.1K +157 +8%
CWS
590
Confluence Wealth Services
Pennsylvania
$397K +$399K +2,013 New
PCM
591
Prelude Capital Management
New York
$395K -$1.02M -5,125 -72%
SYBT
592
Stock Yards Bank & Trust
Kentucky
$395K – – –
IFS
593
Ifrah Financial Services
Arkansas
$393K -$3.57K -18 -0.9%
RMC
594
Resources Management Corp
Connecticut
$389K -$50.4K -254 -11%
EBA
595
Eagle Bay Advisors
New York
$387K +$53.8K +271 +16%
GC
596
Guggenheim Capital
Illinois
$382K -$206K -1,039 -35%
PA
597
Profund Advisors
Maryland
$379K -$3.97K -20 -1%
WA
598
Wealth Alliance
New York
$377K -$198 -1 -0.1%
SCA
599
Snowden Capital Advisors
New York
$369K -$595 -3 -0.2%
EF
600
Empowered Funds
Pennsylvania
$367K -$11.9K -60 -3%
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