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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
651
Carolinas Wealth Consulting
North Carolina
$320K +$202 +1 +0.1%
OL
652
Optas LLC
Texas
$319K -$1.81K -9 -0.6%
KFSC
653
Keystone Financial Services (Colorado)
Colorado
$318K -$13.5K -67 -4%
CW
654
CreativeOne Wealth
Kansas
$317K +$56.3K +279 +22%
MSFS
655
Main Street Financial Solutions
Pennsylvania
$316K -$26.8K -133 -8%
AIM
656
Anchor Investment Management
South Carolina
$315K – – –
MGIA
657
Moneta Group Investment Advisors
Missouri
$315K – – –
AIP
658
Ameritas Investment Partners
Nebraska
$314K -$17.7K -88 -5%
CRC
659
Curi RMB Capital
Illinois
$313K – – –
CIA
660
Compass Ion Advisors
Pennsylvania
$312K -$287K -1,424 -48%
SPC
661
Sigma Planning Corp
Michigan
$311K +$78.7K +390 +35%
RT
662
Rockland Trust
Massachusetts
$310K – – –
SPA
663
Shore Point Advisors
New Jersey
$308K -$75.2K -373 -20%
SVWAG
664
Sound View Wealth Advisors Group
Georgia
$307K -$1.01K -5 -0.3%
BCMO
665
Buckingham Capital Management (Ohio)
Ohio
$307K – – –
WTA
666
Washington Trust Advisors
Massachusetts
$304K – – –
APWM
667
Argonautica Private Wealth Management
Massachusetts
$304K -$33.9K -168 -10%
CCA
668
Cadent Capital Advisors
Oklahoma
$303K – – –
BWP
669
BSW Wealth Partners
Colorado
$303K +$298K +1,479 New
UW
670
Unique Wealth
Florida
$299K +$41.3K +205 +16%
GWSG
671
GPS Wealth Strategies Group
Colorado
$299K +$13.9K +69 +5%
EWM
672
Evercore Wealth Management
New York
$293K -$11.9K -59 -4%
PPC
673
Park Place Capital
Alabama
$288K +$183K +907 +182%
OA
674
Operose Advisors
Wisconsin
$287K – – –
NG
675
Norden Group
Utah
$286K +$282K +1,397 New
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