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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
601
Huntington National Bank
Ohio
$494K -$11K -49 -2%
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$494K +$7.39K +33 +2%
CPA
603
Court Place Advisors
Maryland
$492K -$56K -250 -10%
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$489K -$13.2K -59 -3%
HWA
605
Heritage Wealth Advisors
Virginia
$483K +$448 +2 +0.1%
NP
606
NorthRock Partners
Minnesota
$480K +$13.2K +59 +3%
MMPW
607
Mitchell McLeod Pugh & Williams
Alabama
$466K -$249K -1,110 -35%
EA
608
Everpar Advisors
Oklahoma
$465K +$224 +1 +0%
AIA
609
AssuredPartners Investment Advisors
Florida
$465K +$461K +2,056 New
SHFP
610
Second Half Financial Partners
Florida
$464K +$460K +2,052 New
BIM
611
Bridges Investment Management
Nebraska
$464K -$672 -3 -0.1%
VT
612
Vise Technologies
New York
$463K +$459K +2,050 New
SWM
613
Spire Wealth Management
Virginia
$462K – – –
RAM
614
Redmond Asset Management
Virginia
$460K +$455K +2,033 New
TFS
615
Thoroughbred Financial Services
Tennessee
$459K -$4.03K -18 -0.9%
GWM
616
Gibbs Wealth Management
Georgia
$457K +$87.4K +390 +24%
JF
617
Jump Financial
Illinois
$457K -$72.8K -325 -14%
UW
618
Unique Wealth
Florida
$454K +$90.5K +404 +25%
EBA
619
Eagle Bay Advisors
New York
$452K +$75.7K +338 +20%
MA
620
Mutual Advisors
Nebraska
$448K +$45.7K +204 +12%
EWM
621
Empirical Wealth Management
Washington
$448K +$25.3K +113 +6%
PWG
622
Portside Wealth Group
Utah
$447K +$28K +125 +7%
CCM
623
Crew Capital Management
Ohio
$446K -$469K -2,092 -51%
MWM
624
Mindset Wealth Management
Indiana
$446K +$12.1K +54 +3%
WPC
625
Wedmont Private Capital
Pennsylvania
$444K +$75.9K +339 +20%
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