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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
626
Portside Wealth Group
Utah
$263K -$39.5K -223 -13%
GS
627
GTS Securities
Florida
$262K +$259K +1,463 New
BP
628
Ballentine Partners
Massachusetts
$261K -$354 -2 -0.1%
SI
629
Stephens Inc
Arkansas
$256K -$50.1K -283 -17%
FAFN
630
First Affirmative Financial Network
Colorado
$254K +$251K +1,419 New
SC
631
Savant Capital
Illinois
$253K +$24.4K +138 +11%
MAS
632
Meeder Advisory Services
Ohio
$253K -$29.9K -169 -11%
CI
633
CX Institutional
Indiana
$252K +$3.01K +17 +1%
RWA
634
River Wealth Advisors
Pennsylvania
$249K -$5.14K -29 -2%
AMIM
635
Aull & Monroe Investment Management
Alabama
$249K -$2.66K -15 -1%
VA
636
Vident Advisory
Georgia
$249K +$246K +1,390 New
SFA
637
Souders Financial Advisors
Ohio
$248K -$531 -3 -0.2%
CICI
638
Capital Investment Counsel Inc
North Carolina
$247K – – –
PA
639
Profund Advisors
Maryland
$244K -$7.44K -42 -3%
ACM
640
Advisors Capital Management
New Jersey
$243K -$13.1K -74 -5%
WPC
641
Wedmont Private Capital
Pennsylvania
$242K +$236K +1,331 New
AB
642
Atlas Brown
Kentucky
$242K – – –
AC
643
Apella Capital
Connecticut
$240K – – –
IA
644
IFG Advisory
Georgia
$238K +$235K +1,329 New
LFA
645
LGT Financial Advisors
Texas
$237K -$15.6K -88 -6%
SOW
646
State of Wyoming
Wyoming
$236K +$231K +1,305 +10,875%
EL
647
EWA LLC
Pennsylvania
$236K +$235K +1,326 New
HKIMG
648
Hutchens & Kramer Investment Management Group
Indiana
$236K -$64.3K -363 -21%
QPWM
649
Quadrant Private Wealth Management
Pennsylvania
$232K -$25.9K -146 -10%
EF
650
Empowered Funds
Pennsylvania
$231K +$229K +1,291 New
24 25
26
27 28