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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
676
Advisors Capital Management
New Jersey
$286K +$2.02K +10 +0.7%
CI
677
CX Institutional
Indiana
$284K +$1.21K +6 +0.4%
SI
678
Stephens Inc
Arkansas
$284K +$11.9K +59 +4%
AMIM
679
Aull & Monroe Investment Management
Alabama
$282K -$3.23K -16 -1%
DC
680
Davenport & Co
Virginia
$281K – – –
WPC
681
Wedmont Private Capital
Pennsylvania
$280K +$13.7K +68 +5%
AC
682
Apella Capital
Connecticut
$280K – – –
MYIA
683
Mount Yale Investment Advisors
Colorado
$279K -$13.7K -68 -5%
AB
684
Atlas Brown
Kentucky
$277K +$202 +1 +0.1%
CICI
685
Capital Investment Counsel Inc
North Carolina
$277K – – –
MPM
686
MBB Public Markets
Illinois
$273K +$268K +1,331 New
MIP
687
Marietta Investment Partners
Wisconsin
$272K +$268K +1,330 New
TIA
688
Traphagen Investment Advisors
New Jersey
$272K +$14.5K +72 +6%
SFA
689
Souders Financial Advisors
Ohio
$267K -$17.1K -85 -6%
CFA
690
CWS Financial Advisors
Michigan
$263K -$731K -3,626 -74%
FIA
691
Foundations Investment Advisors
Arizona
$262K -$5.65K -28 -2%
MA
692
Mutual Advisors
Nebraska
$262K +$11.5K +57 +5%
HT
693
Headlands Technologies
Illinois
$260K +$256K +1,269 New
PWPS
694
Pinnacle Wealth Planning Services
Ohio
$259K +$2.82K +14 +1%
XT
695
XTX Topco
Cayman Islands
$257K +$6.66K +33 +3%
VWM
696
Venturi Wealth Management
Texas
$255K +$29.6K +147 +13%
CI
697
Cigna Investments
Connecticut
$255K – – –
HIC
698
Harvey Investment Company
Kentucky
$254K – – –
TA
699
TrueWealth Advisors
Alabama
$253K -$122K -606 -33%
BCM
700
Brookstone Capital Management
Illinois
$253K +$249K +1,234 New
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