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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
751
CWA Asset Management Group
Florida
$260K +$253K +1,210 New
AMIM
752
Aull & Monroe Investment Management
Alabama
$258K -$5.23K -25 -2%
EBT
753
Enterprise Bank & Trust
Massachusetts
$258K – – –
FPAS
754
Focus Partners Advisor Solutions
Missouri
$257K +$250K +1,193 New
SIC
755
Samalin Investment Counsel
New York
$257K +$418 +2 +0.2%
KWM
756
KFG Wealth Management
Indiana
$256K +$249K +1,192 New
ET
757
Equitable Trust
Tennessee
$256K – – –
CRC
758
Curi RMB Capital
Illinois
$254K +$247K +1,183 New
PWP
759
Phillips Wealth Planners
Mississippi
$252K -$3.77K -18 -2%
CGL
760
Clarius Group LLC
Washington
$250K +$2.72K +13 +1%
KFI
761
Key Financial Inc
Pennsylvania
$250K +$837 +4 +0.3%
MA
762
MCF Advisors
Kentucky
$248K -$209 -1 -0.1%
NPFS
763
Novak & Powell Financial Services
Florida
$248K +$627 +3 +0.3%
SWM
764
Seaside Wealth Management
California
$247K +$1.05K +5 +0.4%
CC
765
Courier Capital
New York
$245K – – –
PNC
766
Park National Corp
Ohio
$243K – – –
SEIA
767
Signature Estate & Investment Advisors
California
$243K +$1.46K +7 +0.6%
AAP
768
Arax Advisory Partners
Colorado
$243K +$8.79K +42 +4%
DS
769
DRW Securities
Illinois
$241K +$235K +1,122 New
DFA
770
Davies Financial Advisors
California
$241K – – –
APA
771
Astoria Portfolio Advisors
New York
$239K +$6.07K +29 +3%
CA
772
Claro Advisors
Massachusetts
$239K +$3.56K +17 +2%
PWPS
773
Pinnacle Wealth Planning Services
Ohio
$239K -$22K -105 -9%
FHA
774
First Horizon Advisors
Tennessee
$238K +$33.5K +160 +17%
PCS
775
Personal CFO Solutions
New Jersey
$237K -$11.7K -56 -5%
29 30
31
32 33