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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
751
NewEdge Wealth
Pennsylvania
$220K -$146K -967 -38%
AIM
752
Advyzon Investment Management
Illinois
$218K +$7.25K +48 +3%
GC
753
Gilbert & Cook
Iowa
$217K +$4.23K +28 +2%
PWMG
754
Prestige Wealth Management Group
New Jersey
$214K – – –
JWCA
755
J.W. Cole Advisors
Florida
$214K +$15.9K +105 +7%
WTB
756
Washington Trust Bank
Washington
$214K – – –
GLA
757
Great Lakes Advisors
Illinois
$213K -$48.9K -324 -17%
MMPW
758
Mitchell McLeod Pugh & Williams
Alabama
$213K -$26.4K -175 -10%
AWM
759
AE Wealth Management
Kansas
$213K -$20.1K -133 -8%
SWM
760
SHP Wealth Management
Massachusetts
$212K +$5.89K +39 +3%
CAM
761
Campion Asset Management
Virginia
$211K – – –
CFSG
762
Clark Financial Services Group
Missouri
$207K -$4.53K -30 -2%
SCM
763
Stevens Capital Management
Pennsylvania
$206K -$183K -1,209 -45%
SPA
764
Shore Point Advisors
New Jersey
$206K – – –
GRP
765
Global Retirement Partners
California
$206K +$227K +1,501 New
CAS
766
CTC Alternative Strategies
Illinois
$205K +$227K +1,500 New
RWS
767
RASP Wealth Solutions
Indiana
$204K +$225K +1,492 New
PE
768
PCM Encore
Colorado
$204K +$37.5K +248 +20%
IAAG
769
Innovative Asset Advisors Group
Connecticut
$204K +$149K +984 +196%
KSB
770
Kennebec Savings Bank
Maine
$202K +$132K +876 +146%
SVWAG
771
Sound View Wealth Advisors Group
Georgia
$202K -$10.7K -71 -5%
IIM
772
Ipswich Investment Management
Massachusetts
$201K – – –
CWM
773
Calamos Wealth Management
Illinois
$201K +$4.53K +30 +2%
TCIIS
774
TIAA-CREF Individual & Institutional Services
New York
$197K -$52.1K -345 -19%
CTC
775
Central Trust Company
Missouri
$194K -$24.9K -165 -10%
29 30
31
32 33