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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
826
Sigma Planning Corp
Michigan
$216K +$214K +957 New
SF
827
Symphony Financial
Texas
$216K +$207K +923 New
ML
828
McAdam LLC
Pennsylvania
$215K +$213K +951 New
AIM
829
Advyzon Investment Management
Illinois
$214K +$212K +946 New
BTI
830
Blue Trust Inc
Georgia
$214K -$180K -802 -46%
CRC
831
Curi RMB Capital
Illinois
$213K -$54K -241 -20%
PCS
832
Personal CFO Solutions
New Jersey
$213K -$36.3K -162 -15%
SWP
833
Sagespring Wealth Partners
Tennessee
$212K +$210K +938 New
CSP
834
Cary Street Partners
Virginia
$212K +$210K +937 New
WCA
835
Westover Capital Advisors
Delaware
$211K -$4.48K -20 -2%
TFA
836
Trinity Financial Advisors
Ohio
$210K +$207K +924 New
BF
837
Brogan Financial
Tennessee
$209K +$207K +924 New
FFA
838
Fragasso Financial Advisors
Pennsylvania
$208K +$207K +922 New
CAG
839
Crestwood Advisors Group
Massachusetts
$206K +$204K +910 New
AA
840
AlphaCentric Advisors
Puerto Rico
$204K -$5.38K -24 -3%
NAM
841
NTV Asset Management
West Virginia
$203K +$202K +900 New
FPCP
842
Fort Point Capital Partners
California
$200K +$198K +885 New
EDRH
843
Edmond de Rothschild Holding
Switzerland
$199K – – –
TCOV
844
Trust Company of Vermont
Vermont
$193K – – –
VAG
845
VisionPoint Advisory Group
Texas
$193K +$6.94K +31 +4%
PCM
846
Penserra Capital Management
California
$189K +$63.4K +283 +51%
LS
847
Livforsakringsbolaget Skandia
Sweden
$178K -$22.4K -100 -11%
TFA
848
Toth Financial Advisory
Virginia
$174K – – –
EWA
849
EverSource Wealth Advisors
Alabama
$163K +$14.3K +64 +10%
WTC
850
WhitTier Trust Company
Nevada
$161K +$20.6K +92 +15%
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35 36