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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
851
Connectus Wealth
Ohio
$18.3K +$16.4M +88,774 New
CCA
852
Criterion Capital Advisors
Tennessee
$18.1K +$16.2K +88 New
CAL
853
Capital Analysts LLC
Pennsylvania
$18K – – –
BWM
854
Baystate Wealth Management
Massachusetts
$17.1K +$184 +1 +1%
FMII
855
Farmers & Merchants Investments Inc
Nebraska
$16.7K – – –
FFA
856
Fairfield Financial Advisors
Massachusetts
$16.5K – – –
CFO
857
CVA Family Office
Colorado
$16.5K +$14.8K +80 New
NBT
858
Northwest Bank & Trust
Iowa
$16K +$14.4K +78 New
WBC
859
West Branch Capital
Massachusetts
$15.8K – – –
SIC
860
Salem Investment Counselors
North Carolina
$15.5K – – –
FGAM
861
Financial Gravity Asset Management
Texas
$13.6K +$553 +3 +4%
FUBT
862
First United Bank & Trust
Maryland
$13.2K +$11.8K +64 New
CMP
863
Coston McIsaac & Partners
Maine
$13K – – –
JWM
864
Janiczek Wealth Management
Colorado
$11.7K +$10.5K +57 New
CPG
865
Cornerstone Planning Group
New Jersey
$10.7K – – –
VWM
866
Valley Wealth Managers
New Jersey
$10.7K – – –
AGWCA
867
Annis Gardner Whiting Capital Advisors
Florida
$10.5K +$2.77K +15 +42%
NMG
868
New Millennium Group
Utah
$10.5K -$738 -4 -7%
TSWM
869
Tyler-Stone Wealth Management
Ohio
$10.5K – – –
TCOV
870
Trust Company of Vermont
Vermont
$10.3K -$146K -789 -94%
GBT
871
Grove Bank & Trust
Florida
$10.3K – – –
PWMG
872
Private Wealth Management Group
New Jersey
$10.1K +$9.04K +49 New
PP
873
PrairieView Partners
Minnesota
$10K – – –
SL
874
Salomon & Ludwin
Virginia
$9.67K – – –
AF
875
Advisornet Financial
Minnesota
$9.26K +$4.06K +22 +96%
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35
36 37