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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
801
Allred Capital Management
Texas
$231K -$224 -1 -0.1%
LAM
802
Longboard Asset Management
Arizona
$231K +$229K +1,022 New
PP
803
Patron Partners
Texas
$229K – – –
SFG
804
Sunburst Financial Group
Alabama
$229K +$10.3K +46 +5%
MIM
805
Moseley Investment Management
Florida
$228K – – –
IFG
806
Independent Financial Group
California
$228K +$224 +1 +0.1%
GL
807
Graypoint LLC
New York
$227K – – –
RWA
808
River Wealth Advisors
Pennsylvania
$227K – – –
PCIA
809
Prime Capital Investment Advisors
Kansas
$227K +$5.6K +25 +3%
BPFA
810
Barnes Pettey Financial Advisors
Mississippi
$226K – – –
CSI
811
Cross Staff Investments
New York
$226K – – –
JE
812
JMAC Enterprises
Pennsylvania
$226K – – –
FFS
813
Fischer Financial Services
Pennsylvania
$226K +$224K +1,000 New
RFN
814
RDA Financial Network
Iowa
$225K -$4.7K -21 -2%
WANY
815
Wealthspire Advisors (New York)
New York
$225K +$222K +993 New
NAS
816
Nicolet Advisory Services
Wisconsin
$224K +$10.3K +46 +5%
WF
817
Wayfinding Financial
Washington
$223K +$221K +985 New
CCA
818
Cadent Capital Advisors
Oklahoma
$221K – – –
GVAG
819
Great Valley Advisor Group
Delaware
$221K +$5.82K +26 +3%
USWIA
820
UP Strategic Wealth Investment Advisors
Pennsylvania
$220K -$13.9K -62 -6%
CT
821
Colonial Trust
South Carolina
$219K +$4.26K +19 +2%
PP
822
PDS Planning
Ohio
$218K +$216K +966 New
FW
823
FullCircle Wealth
Texas
$218K +$201K +897 New
RCM
824
Raleigh Capital Management
North Carolina
$218K +$212K +945 +5,250%
GA
825
Goldstein Advisors
Wisconsin
$217K -$224 -1 -0.1%
31 32
33
34 35