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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
701
Salem Investment Counselors
North Carolina
$34K – – –
WB
702
Webster Bank
Connecticut
$33K -$81.7K -563 -72%
HIIFS
703
Harel Insurance Investments & Financial Services
Israel
$33K +$1.16K +8 +14%
TCM
704
Tradewinds Capital Management
Washington
$31K – – –
LC
705
Lindbrook Capital
California
$31K +$580 +4 +2%
AWG
706
Altus Wealth Group
Colorado
$31K +$29.2K +201 New
RPWA
707
Regent Peak Wealth Advisors
Georgia
$31K +$29.4K +203 New
FPB
708
First PREMIER Bank
South Dakota
$30K – – –
ABC
709
Associated Banc-Corp
Wisconsin
$30K +$28.7K +198 New
AWM
710
Avior Wealth Management
Nebraska
$27K – – –
HGWM
711
Harvest Group Wealth Management
Massachusetts
$27K – – –
IRC
712
Investors Research Corp
Georgia
$27K – – –
MCM
713
MV Capital Management
Maryland
$27K – – –
LWA
714
Lenox Wealth Advisors
New York
$26K – – –
TWA
715
TCI Wealth Advisors
Arizona
$26K +$9.86K +68 +69%
GRP
716
Global Retirement Partners
California
$24K -$4.35K -30 -16%
SSB
717
Sandy Spring Bank
Maryland
$23K -$1.89K -13 -8%
OAJ
718
Ogorek Anthony Joseph
New York
$23K – – –
GA
719
GoalVest Advisory
New York
$23K +$21.5K +148 New
AF
720
Advisornet Financial
Minnesota
$23K +$22.2K +153 New
GCM
721
Gables Capital Management
Florida
$22K – – –
GLLW
722
Graves Light Lenhart Wealth
Virginia
$22K +$20.6K +142 New
SFP
723
Sterling Financial Planning
New Jersey
$22K +$21K +145 New
IAIM
724
International Assets Investment Management
Florida
$22K +$21.2K +146 New
BFC
725
Bedel Financial Consulting
Indiana
$21K – – –
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