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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
601
Gofen & Glossberg
Illinois
$219K +$162 +1 +0.1%
IWC
602
Integrated Wealth Concepts
Massachusetts
$219K +$246K +1,518 New
FHA
603
First Horizon Advisors
Tennessee
$218K -$20.4K -126 -8%
RWA
604
River Wealth Advisors
Pennsylvania
$218K – – –
LNB
605
Ledyard National Bank
$217K -$6.49K -40 -3%
HCM
606
Hudson Capital Management
New Jersey
$216K -$16.2K -100 -6%
BCMO
607
Buckingham Capital Management (Ohio)
Ohio
$216K – – –
MC
608
Moors & Cabot
Massachusetts
$216K +$243K +1,496 New
AMIM
609
Aull & Monroe Investment Management
Alabama
$215K -$32.5K -200 -12%
FF
610
FourThought Financial
Florida
$214K -$129K -794 -35%
HWM
611
HB Wealth Management
Georgia
$214K -$57.8K -356 -19%
WTA
612
Washington Trust Advisors
Massachusetts
$214K – – –
CRC
613
Curi RMB Capital
Illinois
$211K -$812 -5 -0.3%
SVWAG
614
Sound View Wealth Advisors Group
Georgia
$211K – – –
OL
615
Optas LLC
Texas
$209K +$1.62K +10 +0.7%
CI
616
Cigna Investments
Connecticut
$207K -$9.74K -60 -4%
EWM
617
Empirical Wealth Management
Washington
$206K -$55.3K -341 -19%
HI
618
Horizon Investments
North Carolina
$206K +$232K +1,428 New
OPS
619
Orion Portfolio Solutions
Nebraska
$204K +$230K +1,416 New
PGFC
620
Peapack-Gladstone Financial Corp
New Jersey
$204K +$230K +1,417 New
CAM
621
Campion Asset Management
Virginia
$203K – – –
GA
622
Geller Advisors
New York
$202K +$227K +1,396 New
WIC
623
Willis Investment Counsel
Georgia
$202K +$227K +1,400 New
IA
624
IFP Advisors
Florida
$191K +$40.9K +252 +9%
TCOV
625
Trust Company of Vermont
Vermont
$179K +$57.3K +353 +40%
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