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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
776
Washington Trust Advisors
Massachusetts
$287K – – –
PWPS
777
Pinnacle Wealth Planning Services
Ohio
$287K +$10.3K +45 +4%
QEI
778
QSV Equity Investors
Illinois
$286K -$12.8K -56 -4%
NAS
779
Nicolet Advisory Services
Wisconsin
$281K +$65.2K +286 +29%
NP
780
Nilsine Partners
Colorado
$281K +$9.81K +43 +4%
FHA
781
Flagship Harbor Advisors
Massachusetts
$281K -$9.35K -41 -3%
BTI
782
Blue Trust Inc
Georgia
$281K -$6.16K -27 -2%
CJ
783
Caitlin John
Michigan
$281K +$287K +1,257 New
FB
784
Fulton Bank
Pennsylvania
$280K -$27.4K -120 -9%
AO
785
Advisor OS
Illinois
$280K -$4.33K -19 -1%
AWM
786
Accurate Wealth Management
Florida
$278K +$30.6K +134 +12%
BWP
787
BSW Wealth Partners
Colorado
$278K -$65K -285 -19%
C
788
Certuity
Florida
$277K +$34.4K +151 +14%
AFG
789
Albion Financial Group
Utah
$277K -$282K -1,237 -50%
EWA
790
EverSource Wealth Advisors
Alabama
$277K +$89.9K +394 +47%
NONA
791
Ninety One North America
New York
$272K -$89.2K -391 -24%
PFW
792
Petros Family Wealth
Minnesota
$272K -$228 -1 -0.1%
PE
793
PCM Encore
Colorado
$270K +$276K +1,209 New
GWS
794
Greykasell Wealth Strategies
California
$269K – – –
BPFA
795
Barnes Pettey Financial Advisors
Mississippi
$268K – – –
NPF
796
Norris Perne & French
Michigan
$268K – – –
GSF
797
Grove Street Fiduciary
New Hampshire
$268K – – –
UB
798
UMB Bank
Missouri
$267K +$48.6K +213 +22%
AG
799
Ascent Group
Virginia
$266K +$35.6K +156 +15%
AP
800
Advisors Preferred
Maryland
$265K +$48.4K +212 +21%
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32
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