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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
601
Miracle Mile Advisors
California
$561K -$28K -119 -5%
SCA
602
Snowden Capital Advisors
New York
$561K -$4.71K -20 -0.9%
PMFA
603
Plante Moran Financial Advisors
Michigan
$558K -$5.18K -22 -0.9%
BJL
604
Brighton Jones LLC
Washington
$556K -$64.5K -274 -11%
LSA
605
Leonteq Securities AG
Switzerland
$549K +$533K +2,266 New
BPA
606
Beacon Pointe Advisors
California
$547K -$8K -34 -1%
EB
607
Exchange Bank
California
$546K – – –
MIS
608
Morningstar Investment Services
Illinois
$544K -$699K -2,972 -57%
CW
609
CreativeOne Wealth
Kansas
$536K +$59.1K +251 +13%
DWT
610
Dorsey & Whitney Trust
South Dakota
$535K -$159K -675 -23%
SFS
611
Sowell Financial Services
Arkansas
$529K +$513K +2,180 New
AIA
612
AssuredPartners Investment Advisors
Florida
$527K +$27.5K +117 +6%
PWG
613
Portside Wealth Group
Utah
$527K +$46.1K +196 +10%
CPA
614
Court Place Advisors
Maryland
$526K -$1.41K -6 -0.3%
BHCM
615
Brevan Howard Capital Management
Jersey
$526K +$220K +933 +76%
PFGIA
616
Patriot Financial Group Insurance Agency
Massachusetts
$517K -$12.5K -53 -2%
HWA
617
Heritage Wealth Advisors
Virginia
$516K -$1.88K -8 -0.4%
MM
618
MQS Management
New York
$515K +$500K +2,125 New
RB
619
Renasant Bank
Mississippi
$513K +$131K +557 +36%
EGM
620
Engineers Gate Manager
New York
$506K -$305K -1,298 -38%
SWM
621
Spire Wealth Management
Virginia
$504K +$8K +34 +2%
MSA
622
MUFG Securities Americas
New York
$502K +$81.2K +345 +20%
T
623
TOBAM
France
$500K +$28.5K +121 +6%
VFA
624
Voya Financial Advisors
Connecticut
$500K -$30.6K -130 -6%
SHFP
625
Second Half Financial Partners
Florida
$497K -$471 -2 -0.1%
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