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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
801
Fairfield Financial Advisors
Massachusetts
$14.3K – – –
WBC
802
West Branch Capital
Massachusetts
$13.8K – – –
SIC
803
Salem Investment Counselors
North Carolina
$13.5K – – –
FGAM
804
Financial Gravity Asset Management
Texas
$12.8K -$16.1K -91 -55%
WWP
805
WR Wealth Planners
Missouri
$12.7K +$1.42K +8 +13%
CMP
806
Coston McIsaac & Partners
Maine
$11K – – –
NMG
807
New Millennium Group
Utah
$9.85K -$5.31K -30 -35%
SL
808
Salomon & Ludwin
Virginia
$9.67K +$9.56K +54 New
CPG
809
Cornerstone Planning Group
New Jersey
$9.31K -$1.24K -7 -12%
VWM
810
Valley Wealth Managers
New Jersey
$9.31K – – –
HWP
811
Highline Wealth Partners
California
$9.13K +$9.03K +51 New
RCM
812
Raleigh Capital Management
North Carolina
$9.13K +$9.03K +51 New
TSWM
813
Tyler-Stone Wealth Management
Ohio
$9K – – –
GBT
814
Grove Bank & Trust
Florida
$8.95K +$8.86K +50 New
SWA
815
Sutton Wealth Advisors
Florida
$8.41K +$1.95K +11 +31%
JFGIW
816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.24K +$8.15K +46 New
PP
817
PrairieView Partners
Minnesota
$8K – – –
SFG
818
Steward Financial Group
Texas
$8K +$8.32K +47 New
NSIM
819
North Star Investment Management
Illinois
$7.88K +$6.91K +39 +780%
MRCM
820
M&R Capital Management
New Jersey
$6.63K – – –
AGWCA
821
Annis Gardner Whiting Capital Advisors
Florida
$6.47K +$6.38K +36 New
GJIA
822
Glass Jacobson Investment Advisors
Maryland
$6.27K – – –
RF
823
Robinswood Financial
Washington
$5.73K – – –
IPW
824
Impact Partnership Wealth
Georgia
$5.55K +$5.49K +31 New
HCP
825
Hexagon Capital Partners
Arkansas
$5.37K -$531 -3 -9%
31 32
33
34 35