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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
751
Ameritas Investment Partners
Nebraska
$317K -$11.5K -46 -3%
RMC
752
Resources Management Corp
Connecticut
$316K – – –
CMF
753
Counterpoint Mutual Funds
California
$313K +$327K +1,314 New
AWP
754
Ascent Wealth Partners
New York
$312K – – –
GRP
755
Global Retirement Partners
California
$311K -$150K -602 -32%
FHA
756
Flagship Harbor Advisors
Massachusetts
$310K +$996 +4 +0.3%
PIM
757
Penobscot Investment Management
Massachusetts
$309K – – –
MPWT
758
MassMutual Private Wealth & Trust
Connecticut
$309K +$46.3K +186 +17%
PA
759
Profund Advisors
Maryland
$307K -$44.8K -180 -12%
WTA
760
Washington Trust Advisors
Massachusetts
$306K – – –
BTI
761
Blue Trust Inc
Georgia
$306K +$12.5K +50 +4%
DADC
762
D.A. Davidson & Co
Montana
$306K +$57.8K +232 +22%
QWP
763
Quotient Wealth Partners
Texas
$304K -$44.8K -180 -12%
AO
764
Advisor OS
Illinois
$303K +$5.98K +24 +2%
SCM
765
Stevens Capital Management
Pennsylvania
$302K +$315K +1,266 New
GWSG
766
GPS Wealth Strategies Group
Colorado
$300K – – –
PWPS
767
Pinnacle Wealth Planning Services
Ohio
$295K -$2.24K -9 -0.7%
BIG
768
Brooklyn Investment Group
New York
$295K -$12K -48 -4%
PFW
769
Petros Family Wealth
Minnesota
$291K +$747 +3 +0.2%
NP
770
Nilsine Partners
Colorado
$290K +$6.97K +28 +2%
SAM
771
Smartleaf Asset Management
Massachusetts
$288K +$154K +619 +104%
GIA
772
Gateway Investment Advisers
Ohio
$288K +$301K +1,208 New
GWS
773
Greykasell Wealth Strategies
California
$287K – – –
CC
774
Courier Capital
New York
$287K +$16.4K +66 +6%
BPFA
775
Barnes Pettey Financial Advisors
Mississippi
$286K – – –
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