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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
601
Clarus Group
Texas
$452K +$2.09K +11 +0.4%
GCM
602
Gallacher Capital Management
Colorado
$448K +$524K +2,759 New
SCM
603
Stevens Capital Management
Pennsylvania
$441K +$119K +624 +30%
ECM
604
Evergreen Capital Management
Washington
$441K +$234K +1,230 +84%
EWA
605
EverSource Wealth Advisors
Alabama
$440K +$279K +1,469 +119%
FHC
606
First Heartland Consultants
Missouri
$437K +$3.61K +19 +0.7%
WA
607
WealthTrust Axiom
Pennsylvania
$436K – – –
BMWM
608
Brown Miller Wealth Management
Virginia
$432K +$10.1K +53 +2%
MSFS
609
Main Street Financial Solutions
Pennsylvania
$428K +$143K +754 +40%
JFG
610
Jefferies Financial Group
New York
$425K +$497K +2,614 New
CW
611
CreativeOne Wealth
Kansas
$424K +$103K +544 +26%
ECM
612
Everence Capital Management
Indiana
$422K – – –
AF
613
Allworth Financial
California
$421K -$5.81M -30,560 -92%
GIA
614
Gateway Investment Advisers
Ohio
$418K +$141K +744 +41%
NW
615
NewEdge Wealth
Pennsylvania
$418K -$442K -2,328 -48%
CSPIA
616
Cary Street Partners Investment Advisory
Virginia
$415K -$2.47K -13 -0.5%
AL
617
ARWA LLC
Texas
$411K -$537K -2,828 -52%
AFCM
618
Applied Finance Capital Management
Puerto Rico
$401K +$93.5K +492 +25%
SL
619
SWMG LLC
Texas
$401K -$291K -1,533 -38%
TWP
620
Tyche Wealth Partners
Texas
$399K +$1.71K +9 +0.4%
NAM
621
NorthCrest Asset Manangement
Minnesota
$398K +$469K +2,471 New
SWM
622
Segment Wealth Management
Texas
$394K +$10.3K +54 +2%
OF
623
Optimize Financial
California
$393K +$113K +597 +33%
MMA
624
Miracle Mile Advisors
California
$392K +$37.8K +199 +9%
SFG
625
Sunburst Financial Group
Alabama
$388K +$97.6K +514 +27%
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