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Broadridge
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Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
751
Flagship Harbor Advisors
Massachusetts
$314K +$941 +4 +0.3%
PWPS
752
Pinnacle Wealth Planning Services
Ohio
$314K -$235 -1 -0.1%
GWSG
753
GPS Wealth Strategies Group
Colorado
$313K – – –
WTA
754
Washington Trust Advisors
Massachusetts
$312K -$47.1K -200 -13%
DC
755
Davenport & Co
Virginia
$309K -$47.1K -200 -14%
FHA
756
First Horizon Advisors
Tennessee
$309K +$19.3K +82 +7%
ACM
757
Advisors Capital Management
New Jersey
$308K -$39.8K -169 -12%
CPIG
758
Chicago Partners Investment Group
Illinois
$308K +$38.8K +165 +14%
FH
759
Financial Harvest
Florida
$308K +$789K +3,352 New
FIM
760
Freedom Investment Management
Connecticut
$308K -$25.2K -107 -8%
KFS
761
Kurt F. Somerville
$305K +$296K +1,256 New
NWAG
762
Net Worth Advisory Group
Utah
$303K +$294K +1,251 New
HCPC
763
Hamilton Capital Partners (Canada)
$302K +$293K +1,245 New
AWM
764
AE Wealth Management
Kansas
$301K +$46.6K +198 +19%
HIC
765
Harvey Investment Company
Kentucky
$300K – – –
AG
766
Ascent Group
Virginia
$299K +$290K +1,234 New
HKIMG
767
Hutchens & Kramer Investment Management Group
Indiana
$298K – – –
NP
768
Nilsine Partners
Colorado
$297K -$4.71K -20 -2%
PFW
769
Petros Family Wealth
Minnesota
$297K -$11.3K -48 -4%
AO
770
Advisor OS
Illinois
$296K +$20.5K +87 +8%
PA
771
Profund Advisors
Maryland
$295K -$22.4K -95 -7%
GSF
772
Grove Street Fiduciary
New Hampshire
$295K +$287K +1,218 New
GWS
773
Greykasell Wealth Strategies
California
$292K – – –
EBT
774
Enterprise Bank & Trust
Massachusetts
$291K – – –
BPFA
775
Barnes Pettey Financial Advisors
Mississippi
$291K +$47.1K +200 +20%
29 30
31
32 33