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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
776
Norris Perne & French
Michigan
$286K +$299K +1,200 New
GSF
777
Grove Street Fiduciary
New Hampshire
$286K – – –
BPA
778
Beacon Pointe Advisors
California
$285K -$263K -1,058 -47%
ET
779
Equitable Trust
Tennessee
$283K – – –
HIC
780
Harvey Investment Company
Kentucky
$283K -$12.5K -50 -4%
SI
781
Stephens Inc
Arkansas
$283K +$1.74K +7 +0.6%
1WM
782
1858 Wealth Management
Ohio
$282K -$107K -431 -27%
TSMHT
783
Thurston Springer Miller Herd & Titak
Indiana
$282K -$3.57M -14,339 -92%
CAG
784
Crestwood Advisors Group
Massachusetts
$282K +$75.2K +302 +34%
MAP
785
Moody Aldrich Partners
Massachusetts
$278K -$1.25K -5 -0.4%
BWA
786
Bestgate Wealth Advisors
Maryland
$277K +$9.21K +37 +3%
CIA
787
Choate Investment Advisors
Massachusetts
$276K – – –
AIA
788
Arrow Investment Advisors
Maryland
$275K +$288K +1,155 New
CI
789
Cigna Investments
Connecticut
$275K – – –
PFG
790
Prosperity Financial Group
California
$275K -$249 -1 -0.1%
NPFS
791
Novak & Powell Financial Services
Florida
$274K – – –
HDIM
792
Hanson & Doremus Investment Management
Vermont
$274K – – –
PWM
793
Perigon Wealth Management
California
$272K -$50.8K -204 -15%
PNC
794
Park National Corp
Ohio
$270K – – –
APA
795
Astoria Portfolio Advisors
New York
$269K +$15.4K +62 +6%
EBSAM
796
Eubel Brady & Suttman Asset Management
Ohio
$267K +$279K +1,119 New
DFA
797
Davies Financial Advisors
California
$267K – – –
APP
798
Avantax Planning Partners
Iowa
$266K -$9.71K -39 -3%
BCM
799
Brasada Capital Management
Texas
$264K – – –
HCM
800
Hudson Capital Management
New Jersey
$263K – – –
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