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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
676
Compass Ion Advisors
Pennsylvania
$404K +$228 +1 +0.1%
BP
677
Ballentine Partners
Massachusetts
$404K -$1.82K -8 -0.4%
FWM
678
Forza Wealth Management
Florida
$402K +$11.4K +50 +3%
DT
679
Diversified Trust
Tennessee
$400K +$409K +1,794 New
JSSH
680
J. Safra Sarasin Holding
$400K -$378K -1,656 -48%
FTWA
681
Fifth Third Wealth Advisors
Ohio
$394K +$47.2K +207 +13%
CCMG
682
Clark Capital Management Group
Pennsylvania
$392K -$14.4K -63 -3%
PW
683
Pandora Wealth
Illinois
$391K -$217K -950 -35%
KWM
684
KFG Wealth Management
Indiana
$390K +$16.2K +71 +4%
WDC
685
Woodward Diversified Capital
California
$390K -$11.4K -50 -3%
CTC
686
Central Trust Company
Missouri
$390K +$456 +2 +0.1%
DC
687
Davenport & Co
Virginia
$389K -$3.65K -16 -0.9%
MO
688
McMillan Office
Michigan
$389K +$397K +1,742 New
CFGW
689
Chancellor Financial Group WB
Pennsylvania
$388K – – –
FIA
690
Foundations Investment Advisors
Arizona
$388K +$76.6K +336 +24%
MA
691
MONECO Advisors
Connecticut
$388K -$1.82K -8 -0.5%
AWP
692
Abacus Wealth Partners
California
$387K +$396K +1,736 New
IFS
693
Ifrah Financial Services
Arkansas
$387K -$7.3K -32 -2%
PA
694
Prosperity Advisers
Pennsylvania
$385K +$392K +1,718 New
GRP
695
Global Retirement Partners
California
$385K +$95.6K +419 +32%
WANY
696
Wealthspire Advisors (New York)
New York
$380K +$177K +776 +84%
CAG
697
Crestwood Advisors Group
Massachusetts
$377K +$115K +506 +43%
CRC
698
Curi RMB Capital
Illinois
$375K +$1.14K +5 +0.3%
PWG
699
Portside Wealth Group
Utah
$374K -$78.5K -344 -17%
RB
700
Renasant Bank
Mississippi
$370K -$76.4K -335 -17%
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