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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
851
Montag & Associates
Georgia
$41.4K – – –
CA
852
Crewe Advisors
Utah
$41.4K +$27.5K +182 +152%
KTC
853
Kentucky Trust Company
Kentucky
$41.1K – – –
CFM
854
Compass Financial Management
Florida
$40.8K +$43.8K +290 New
RBC
855
Roble Belko & Company
Pennsylvania
$40K – – –
LSA
856
Leonteq Securities AG
Switzerland
$39K -$49.8K -330 -54%
FRA
857
Front Row Advisors
California
$38.4K – – –
CH
858
Cromwell Holdings
Wyoming
$37.6K -$14.3K -95 -26%
FNWA
859
Financial Network Wealth Advisors
Utah
$37.3K -$17.8K -118 -30%
RFG
860
REAP Financial Group
Texas
$36.7K +$453 +3 +1%
MSWA
861
Marshall & Sterling Wealth Advisors
New York
$36K – – –
BSB
862
Bangor Savings Bank
Maine
$34.2K – – –
OCWP
863
Owl Creek Wealth Partners
Colorado
$34.2K +$1.21K +8 +3%
ADL
864
Asset Dedication LLC
California
$33.8K -$906 -6 -2%
PMFA
865
Plante Moran Financial Advisors
Michigan
$32.4K – – –
NL
866
NorthAvenue LLC
Ohio
$31.4K – – –
BF
867
BOK Financial
Oklahoma
$31.2K +$5.29K +35 +18%
BWL
868
Bogart Wealth LLC
Virginia
$30.9K +$13.4K +89 +65%
EWM
869
Evolution Wealth Management
Florida
$30.1K – – –
PSB
870
Piscataqua Savings Bank
New Hampshire
$29.4K – – –
BIA
871
Bell Investment Advisors
California
$29.2K +$19.5K +129 +154%
WB
872
Webster Bank
Connecticut
$27.8K -$8.31K -55 -21%
CA
873
CoreCap Advisors
Michigan
$27.8K +$7.4K +49 +32%
MI
874
Markowski Investments
Florida
$27.1K +$29.9K +198 New
LWM
875
Lodestone Wealth Management
Washington
$26.6K -$1.66K -11 -5%
33 34
35
36 37