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Broadridge
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
701
Claret Asset Management
Quebec, Canada
$259K +$286K +1,893 New
SWM
702
Spire Wealth Management
Virginia
$257K -$18.3K -121 -6%
DO
703
denkapparat Operations
Germany
$255K +$282K +1,864 New
CAM
704
Congress Asset Management
Massachusetts
$254K -$11.6M -76,531 -98%
GWMI
705
Guardian Wealth Management (Illinois)
Illinois
$254K -$42.4K -281 -13%
CI
706
CX Institutional
Indiana
$254K +$107K +709 +62%
XWL
707
XXI Wealth LLC
Illinois
$250K -$438K -2,897 -61%
EWA
708
EverSource Wealth Advisors
Alabama
$249K -$134K -886 -33%
IBOK
709
Independence Bank of Kentucky
Kentucky
$249K – – –
FIA
710
Foundations Investment Advisors
Arizona
$248K +$13.3K +88 +5%
AWM
711
Aberdeen Wealth Management
Illinois
$248K +$274K +1,814 New
MIM
712
Marco Investment Management
Georgia
$248K – – –
BAWM
713
Bennett Associates Wealth Management
Pennsylvania
$247K +$16.9K +112 +7%
FWM
714
Forza Wealth Management
Florida
$247K – – –
WC
715
Waterloo Capital
Texas
$246K -$1.29M -8,552 -83%
C
716
Certuity
Florida
$245K +$271K +1,792 New
BWM
717
Baron Wealth Management
Michigan
$243K -$19K -126 -7%
MO
718
McMillan Office
Michigan
$239K – – –
BIM
719
Bridges Investment Management
Nebraska
$238K -$15.1K -100 -5%
RAM
720
Redmond Asset Management
Virginia
$238K – – –
PA
721
Prosperity Advisers
Pennsylvania
$237K – – –
DT
722
Diversified Trust
Tennessee
$237K +$58.1K +385 +29%
APA
723
Astoria Portfolio Advisors
New York
$235K +$7.55K +50 +3%
SWA
724
Sax Wealth Advisors
New Jersey
$235K +$218K +1,445 New
TFA
725
Tranquilli Financial Advisor
New Jersey
$234K +$70.1K +464 +37%
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