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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
626
Penserra Capital Management
California
$222K +$112K +739 +122%
GA
627
Goldstein Advisors
Wisconsin
$222K +$203K +1,340 New
AC
628
Apella Capital
Connecticut
$222K +$203K +1,339 New
PGFC
629
Peapack-Gladstone Financial Corp
New Jersey
$218K -$14.7K -97 -7%
KWM
630
Kingsview Wealth Management
Oregon
$215K +$196K +1,296 New
PWP
631
Phillips Wealth Planners
Mississippi
$214K +$196K +1,292 New
CC
632
Courier Capital
New York
$213K +$195K +1,289 New
PP
633
Patron Partners
Texas
$212K +$193K +1,278 New
SC
634
Savant Capital
Illinois
$212K +$193K +1,277 New
CT
635
Colonial Trust
South Carolina
$210K -$37.1K -245 -16%
GWSG
636
GPS Wealth Strategies Group
Colorado
$210K -$42.7K -282 -18%
TIA
637
Traphagen Investment Advisors
New Jersey
$208K +$190K +1,254 New
PWPS
638
Pinnacle Wealth Planning Services
Ohio
$207K +$189K +1,252 New
CW
639
CreativeOne Wealth
Kansas
$206K +$188K +1,243 New
HIC
640
Harvey Investment Company
Kentucky
$205K -$19.7K -130 -10%
AAP
641
Arax Advisory Partners
Colorado
$205K +$32.8K +217 +21%
NAS
642
Nicolet Advisory Services
Wisconsin
$203K +$188K +1,241 New
OL
643
Optas LLC
Texas
$202K -$38K -251 -17%
CA
644
Claro Advisors
Massachusetts
$202K +$184K +1,219 New
MA
645
MONECO Advisors
Connecticut
$201K +$184K +1,216 New
KFI
646
Key Financial Inc
Pennsylvania
$191K – – –
MA
647
MCF Advisors
Kentucky
$191K +$110K +724 +169%
HPC
648
HM Payson & Co
Maine
$189K – – –
LJHT
649
Laurie J. Hall Trustee
$174K – – –
TWM
650
Tradition Wealth Management
Minnesota
$166K +$4.24K +28 +3%
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