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Broadridge
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
751
Fragasso Financial Advisors
Pennsylvania
$220K +$32.5K +215 +15%
IWA
752
Icon Wealth Advisors
Texas
$220K +$302 +2 +0.1%
JSSH
753
J. Safra Sarasin Holding
$220K +$176K +1,167 +57%
NW
754
NewEdge Wealth
Pennsylvania
$220K -$146K -967 -38%
AIM
755
Advyzon Investment Management
Illinois
$218K +$7.25K +48 +3%
GC
756
Gilbert & Cook
Iowa
$217K +$4.23K +28 +2%
PWMG
757
Prestige Wealth Management Group
New Jersey
$214K – – –
JWCA
758
J.W. Cole Advisors
Florida
$214K +$15.9K +105 +7%
WTB
759
Washington Trust Bank
Washington
$214K – – –
GLA
760
Great Lakes Advisors
Illinois
$213K -$48.9K -324 -17%
MMPW
761
Mitchell McLeod Pugh & Williams
Alabama
$213K -$26.4K -175 -10%
AWM
762
AE Wealth Management
Kansas
$213K -$20.1K -133 -8%
SWM
763
SHP Wealth Management
Massachusetts
$212K +$5.89K +39 +3%
CAM
764
Campion Asset Management
Virginia
$211K – – –
CFSG
765
Clark Financial Services Group
Missouri
$207K -$4.53K -30 -2%
SCM
766
Stevens Capital Management
Pennsylvania
$206K -$183K -1,209 -45%
SPA
767
Shore Point Advisors
New Jersey
$206K – – –
GRP
768
Global Retirement Partners
California
$206K +$227K +1,501 New
CAS
769
CTC Alternative Strategies
Illinois
$205K +$227K +1,500 New
RWS
770
RASP Wealth Solutions
Indiana
$204K +$225K +1,492 New
PE
771
PCM Encore
Colorado
$204K +$37.5K +248 +20%
IAAG
772
Innovative Asset Advisors Group
Connecticut
$204K +$149K +984 +196%
KSB
773
Kennebec Savings Bank
Maine
$202K +$132K +876 +146%
SVWAG
774
Sound View Wealth Advisors Group
Georgia
$202K -$10.7K -71 -5%
IIM
775
Ipswich Investment Management
Massachusetts
$201K – – –
29 30
31
32 33