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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
776
Safe Harbor Fiduciary
Florida
$233K +$26.2K +138 +11%
OCA
777
OpenArc Corporate Advisory
Georgia
$231K +$270K +1,420 New
RCM
778
Radnor Capital Management
Pennsylvania
$229K – – –
DWM
779
Diversify Wealth Management
Utah
$228K +$269K +1,417 New
NG
780
Navigation Group
California
$227K +$266K +1,400 New
TIA
781
Traphagen Investment Advisors
New Jersey
$227K +$190 +1 +0.1%
FFA
782
Fragasso Financial Advisors
Pennsylvania
$226K +$80.4K +423 +44%
PA
783
Parallel Advisors
California
$225K +$56K +295 +27%
KF
784
Krilogy Financial
Missouri
$223K +$261K +1,375 New
JSW
785
Journey Strategic Wealth
New Jersey
$223K +$261K +1,372 New
AB
786
Atlas Brown
Kentucky
$223K +$1.14K +6 +0.4%
FMI
787
Frec Markets Inc
California
$222K +$259K +1,365 New
VFA
788
Voya Financial Advisors
Connecticut
$219K -$29.6K -156 -10%
CAMG
789
CWA Asset Management Group
Florida
$219K -$45.2K -238 -15%
LSIA
790
LaSalle St. Investment Advisors
Illinois
$218K -$5.32K -28 -2%
DT
791
Diversified Trust
Tennessee
$218K -$85.9K -452 -25%
AI
792
Atom Investors
Texas
$218K +$255K +1,342 New
AIP
793
Ameritas Investment Partners
Nebraska
$217K +$190 +1 +0.1%
WG
794
Winton Group
United Kingdom
$216K +$252K +1,328 New
TPI
795
Trust Point Inc
Wisconsin
$214K -$52.2K -275 -17%
PWG
796
Portside Wealth Group
Utah
$213K -$69.7K -367 -22%
UB
797
UMB Bank
Missouri
$213K +$20.9K +110 +9%
LJHT
798
Laurie J. Hall Trustee
$211K -$19K -100 -7%
PIM
799
Penobscot Investment Management
Massachusetts
$211K – – –
BHC
800
Bull Harbor Capital
Maryland
$209K +$245K +1,288 New
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