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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
701
Trustmark National Bank Trust Department
Mississippi
– -$249K -2,268 Closed
CS
702
Comerica Securities
Michigan
– -$247K -2,244 Closed
PWAG
703
Polaris Wealth Advisory Group
California
– -$244K -2,227 Closed
SCM
704
Sterling Capital Management
North Carolina
– -$212K -1,935 Closed
CB
705
Cadence Bank
Mississippi
– -$212K -1,934 Closed
HA
706
Halsey Associates
Connecticut
– -$201K -1,836 Closed
SB
707
Simmons Bank
Arkansas
– -$200K -1,832 Closed
WCM
708
Weatherstone Capital Management
Colorado
– -$201K -1,831 Closed
IIC
709
Integrated Investment Consultants
Michigan
– -$112K -1,025 Closed
APP
710
Avantax Planning Partners
Iowa
– -$48K -438 Closed
FCAG
711
First Capital Advisors Group
New Jersey
– -$45K -412 Closed
IWM
712
IHT Wealth Management
Illinois
– -$31K -288 Closed
CIP
713
Convergence Investment Partners
Florida
– -$24K -217 Closed
LWA
714
Lenox Wealth Advisors
New York
– -$9K -80 Closed
OBWP
715
O'Brien Wealth Partners
Massachusetts
– -$5K -50 Closed
JWA
716
JFS Wealth Advisors
Pennsylvania
– -$5K -49 Closed
HFP
717
Holistic Financial Partners
Indiana
– -$5K -47 Closed
SWP
718
Strategic Wealth Partners
Ohio
– -$4K -39 Closed
LFG
719
LifePlan Financial Group
Ohio
– -$3K -29 Closed
DWM
720
Destination Wealth Management
California
– -$2K -17 Closed
MIM
721
Macroview Investment Management
Maryland
– -$2K -14 Closed
ML
722
McAdam LLC
Pennsylvania
– -$1K -11 Closed
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