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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
776
DHJJ Financial Advisors
Illinois
$96.9K – – –
LWA
777
Lowe Wealth Advisors
Maryland
$96.7K – – –
OWA
778
Opal Wealth Advisors
New York
$96.7K +$97.4K +491 New
LWANC
779
Laurel Wealth Advisors (North Carolina)
North Carolina
$95.2K – – –
GM
780
GeoWealth Management
Illinois
$94.8K -$18.2K -92 -16%
PFBT
781
Parkside Financial Bank & Trust
Missouri
$92K +$397 +2 +0.4%
CA
782
Clearstead Advisors
Ohio
$91.4K +$67.4K +340 +274%
MPWT
783
MassMutual Private Wealth & Trust
Connecticut
$89.8K +$5.16K +26 +6%
HI
784
Harbour Investments
Wisconsin
$89.2K -$6.15K -31 -6%
BSB
785
Bangor Savings Bank
Maine
$89K – – –
VNA
786
Valley National Advisers
Pennsylvania
$89K – – –
UCB
787
United Community Bank
South Carolina
$88.5K -$1.98K -10 -2%
WB
788
Webster Bank
Connecticut
$88.1K – – –
DJSG
789
D.J. St. Germain
Massachusetts
$83.1K +$5.75K +29 +7%
BGAI
790
Bruce G. Allen Investments
Colorado
$79.4K -$2.98K -15 -4%
LC
791
Lindbrook Capital
California
$78.4K +$6.55K +33 +9%
CAL
792
Capital Advisors Ltd
Ohio
$77K -$1.19K -6 -2%
FCAS
793
First Command Advisory Services
Texas
$76.8K -$3.37K -17 -4%
APC
794
Aspire Private Capital
North Carolina
$76.4K – – –
FRA
795
Front Row Advisors
California
$73.8K -$397 -2 -0.5%
MWM
796
Mascoma Wealth Management
New Hampshire
$72.1K +$50.6K +255 +230%
PB
797
Pinnacle Bancorp
Nebraska
$69.7K – – –
LFA
798
LGT Financial Advisors
Texas
$69.5K -$80.1K -404 -53%
HIA
799
Harbor Investment Advisory
Maryland
$69K – – –
ADL
800
Asset Dedication LLC
California
$68.2K +$19.4K +98 +40%
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