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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
701
Baystate Wealth Management
Massachusetts
$12K – – –
LFG
702
Larson Financial Group
Missouri
$12K +$11.8K +81 New
NMG
703
New Millennium Group
Utah
$12K +$12K +83 New
FFA
704
Fairfield Financial Advisors
Massachusetts
$11.4K -$11.6K -80 -50%
KTC
705
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
WBC
706
West Branch Capital
Massachusetts
$11K – – –
ZIG
707
Zullo Investment Group
Pennsylvania
$11K +$580 +4 +6%
RG
708
Retirement Group
California
$10K – – –
APW
709
Axim Planning & Wealth
Ohio
$10K +$9.72K +67 New
ARIS
710
Advanced Research Investment Solutions
California
$9K – – –
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
CMP
712
Coston McIsaac & Partners
Maine
$9K +$9.29K +64 New
FPS
713
Fieldpoint Private Securities
Connecticut
$8K – – –
CM
714
Cornerstone Management
Georgia
$7.7K – – –
PP
715
PrairieView Partners
Minnesota
$7K – – –
SWM
716
Selective Wealth Management
Virginia
$7K – – –
TSWM
717
Tyler-Stone Wealth Management
Ohio
$7K +$4.79K +33 +183%
WWMSC
718
Wagner Wealth Management (South Carolina)
South Carolina
$7K +$7.11K +49 New
MCC
719
Money Concepts Capital
Florida
$6K -$7.98K -55 -59%
AF
720
Advisornet Financial
Minnesota
$6K +$5.08K +35 +350%
SWA
721
Sutton Wealth Advisors
Florida
$5.99K – – –
FMP
722
Financial Management Professionals
Texas
$5K -$1.74K -12 -24%
MRCM
723
M&R Capital Management
New Jersey
$5K – – –
EWA
724
EverSource Wealth Advisors
Alabama
$5K +$1.74K +12 +57%
SC
725
Schubert & Co
Texas
$5K +$3.19K +22 +138%