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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Accurate Wealth Management
Florida
$263K +$269K +1,782 New
IA
702
IFG Advisory
Georgia
$263K +$290K +1,919 New
WAM
703
Wakefield Asset Management
Colorado
$261K +$288K +1,906 New
CAM
704
Claret Asset Management
Quebec, Canada
$259K +$286K +1,893 New
SWM
705
Spire Wealth Management
Virginia
$257K -$18.3K -121 -6%
DO
706
denkapparat Operations
Germany
$255K +$282K +1,864 New
CAM
707
Congress Asset Management
Massachusetts
$254K -$11.6M -76,531 -98%
GWMI
708
Guardian Wealth Management (Illinois)
Illinois
$254K -$42.4K -281 -13%
CI
709
CX Institutional
Indiana
$254K +$107K +709 +62%
XWL
710
XXI Wealth LLC
Illinois
$250K -$438K -2,897 -61%
EWA
711
EverSource Wealth Advisors
Alabama
$249K -$134K -886 -33%
IBOK
712
Independence Bank of Kentucky
Kentucky
$249K – – –
FIA
713
Foundations Investment Advisors
Arizona
$248K +$13.3K +88 +5%
AWM
714
Aberdeen Wealth Management
Illinois
$248K +$274K +1,814 New
MIM
715
Marco Investment Management
Georgia
$248K – – –
BAWM
716
Bennett Associates Wealth Management
Pennsylvania
$247K +$16.9K +112 +7%
FWM
717
Forza Wealth Management
Florida
$247K – – –
WC
718
Waterloo Capital
Texas
$246K -$1.29M -8,552 -83%
C
719
Certuity
Florida
$245K +$271K +1,792 New
BWM
720
Baron Wealth Management
Michigan
$243K -$19K -126 -7%
MO
721
McMillan Office
Michigan
$239K – – –
BIM
722
Bridges Investment Management
Nebraska
$238K -$15.1K -100 -5%
RAM
723
Redmond Asset Management
Virginia
$238K – – –
PA
724
Prosperity Advisers
Pennsylvania
$237K – – –
DT
725
Diversified Trust
Tennessee
$237K +$58.1K +385 +29%
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