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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
701
Rehmann Capital Advisory Group
Michigan
$252K +$2.02K +10 +0.8%
EL
702
EWA LLC
Pennsylvania
$252K -$10.5K -52 -4%
HFM
703
Harvest Fund Management
China
$252K -$78.5K -389 -24%
BAM
704
Belpointe Asset Management
Nevada
$250K +$246K +1,218 New
CGL
705
Clarius Group LLC
Washington
$249K -$39.1K -194 -14%
RWA
706
River Wealth Advisors
Pennsylvania
$249K -$23.2K -115 -9%
CIA
707
Choate Investment Advisors
Massachusetts
$248K +$4.24K +21 +2%
WS
708
Wedbush Securities
California
$247K +$243K +1,204 New
EBT
709
Enterprise Bank & Trust
Massachusetts
$246K – – –
HCM
710
Hudson Capital Management
New Jersey
$246K -$20.2K -100 -8%
PCS
711
Personal CFO Solutions
New Jersey
$246K -$3.83K -19 -2%
HKIMG
712
Hutchens & Kramer Investment Management Group
Indiana
$242K +$10.3K +51 +4%
JCM
713
Jacobsen Capital Management
Utah
$240K – – –
PWP
714
Phillips Wealth Planners
Mississippi
$239K -$4.44K -22 -2%
KFI
715
Key Financial Inc
Pennsylvania
$237K – – –
MA
716
MCF Advisors
Kentucky
$237K +$202 +1 +0.1%
SOS
717
Silver Oak Securities
Tennessee
$237K +$11.3K +56 +5%
SWM
718
Seaside Wealth Management
California
$234K +$1.01K +5 +0.4%
CC
719
Courier Capital
New York
$233K – – –
PNC
720
Park National Corp
Ohio
$232K – – –
DFA
721
Davies Financial Advisors
California
$229K +$226K +1,119 New
NP
722
Nilsine Partners
Colorado
$229K -$95.6K -474 -30%
TC
723
TwinBeech Capital
New York
$227K +$223K +1,106 New
AAP
724
Arax Advisory Partners
Colorado
$226K -$24.2K -120 -10%
PIM
725
Penobscot Investment Management
Massachusetts
$226K – – –
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