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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
626
Jacobsen Capital Management
Utah
$223K -$77.9K -515 -28%
PCM
627
Penserra Capital Management
California
$222K +$112K +739 +122%
GA
628
Goldstein Advisors
Wisconsin
$222K +$203K +1,340 New
AC
629
Apella Capital
Connecticut
$222K +$203K +1,339 New
PGFC
630
Peapack-Gladstone Financial Corp
New Jersey
$218K -$14.7K -97 -7%
KWM
631
Kingsview Wealth Management
Oregon
$215K +$196K +1,296 New
PWP
632
Phillips Wealth Planners
Mississippi
$214K +$196K +1,292 New
CC
633
Courier Capital
New York
$213K +$195K +1,289 New
PP
634
Patron Partners
Texas
$212K +$193K +1,278 New
SC
635
Savant Capital
Illinois
$212K +$193K +1,277 New
CT
636
Colonial Trust
South Carolina
$210K -$37.1K -245 -16%
GWSG
637
GPS Wealth Strategies Group
Colorado
$210K -$42.7K -282 -18%
TIA
638
Traphagen Investment Advisors
New Jersey
$208K +$190K +1,254 New
PWPS
639
Pinnacle Wealth Planning Services
Ohio
$207K +$189K +1,252 New
CW
640
CreativeOne Wealth
Kansas
$206K +$188K +1,243 New
HIC
641
Harvey Investment Company
Kentucky
$205K -$19.7K -130 -10%
AAP
642
Arax Advisory Partners
Colorado
$205K +$32.8K +217 +21%
NAS
643
Nicolet Advisory Services
Wisconsin
$203K +$188K +1,241 New
OL
644
Optas LLC
Texas
$202K -$38K -251 -17%
CA
645
Claro Advisors
Massachusetts
$202K +$184K +1,219 New
MA
646
MONECO Advisors
Connecticut
$201K +$184K +1,216 New
KFI
647
Key Financial Inc
Pennsylvania
$191K – – –
MA
648
MCF Advisors
Kentucky
$191K +$110K +724 +169%
HPC
649
HM Payson & Co
Maine
$189K – – –
LJHT
650
Laurie J. Hall Trustee
$174K – – –
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