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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
776
Blue Trust Inc
Georgia
$131K -$174K -863 -57%
USB
777
Union Savings Bank
Connecticut
$127K – – –
SIM
778
Sentry Investment Management
Wisconsin
$126K – – –
CSWM
779
Cassady Schiller Wealth Management
Ohio
$123K – – –
AAG
780
Armstrong Advisory Group
Massachusetts
$117K – – –
GM
781
GeoWealth Management
Illinois
$117K +$41.1K +204 +55%
TFA
782
Transamerica Financial Advisors
Florida
$117K -$2.82K -14 -2%
EWA
783
EverSource Wealth Advisors
Alabama
$114K +$11.1K +55 +10%
VAG
784
VisionPoint Advisory Group
Texas
$114K +$43.4K +215 +63%
QC
785
Quent Capital
New York
$114K +$2.02K +10 +2%
FFA
786
Farther Finance Advisors
California
$112K -$605 -3 -0.5%
PCM
787
Penserra Capital Management
California
$111K -$245K -1,214 -69%
IA
788
IFP Advisors
Florida
$109K +$25K +124 +30%
C
789
Covestor
United Kingdom
$104K +$8.67K +43 +9%
AA
790
Alta Advisers
United Kingdom
$102K – – –
BC
791
Broadwater Capital
Massachusetts
$102K – – –
HCM
792
Highlander Capital Management
New Jersey
$102K – – –
WOC
793
West Oak Capital
California
$102K – – –
DFA
794
DHJJ Financial Advisors
Illinois
$101K -$202 -1 -0.2%
LWA
795
Lowe Wealth Advisors
Maryland
$101K – – –
HI
796
Harbour Investments
Wisconsin
$99.2K +$24.2K +120 +33%
LWANC
797
Laurel Wealth Advisors (North Carolina)
North Carolina
$98.9K -$2.02K -10 -2%
WTC
798
WhitTier Trust Company
Nevada
$96.3K – – –
PFBT
799
Parkside Financial Bank & Trust
Missouri
$95.3K +$12.3K +61 +15%
UCB
800
United Community Bank
South Carolina
$94K -$1.41K -7 -2%
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