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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BF
851
Brogan Financial
Tennessee
$231K +$6.59K +28 +3%
BWM
852
Baron Wealth Management
Michigan
$229K +$222K +945 New
Great Valley Advisor Group
853
Great Valley Advisor Group
Delaware
$229K -$8K -34 -3%
PP
854
Patron Partners
Texas
$229K -$15.8K -67 -7%
SLG
855
Stanley-Laman Group
Pennsylvania
$227K +$221K +938 New
NAS
856
Nicolet Advisory Services
Wisconsin
$227K -$3.77K -16 -2%
FFA
857
Fragasso Financial Advisors
Pennsylvania
$227K +$3.06K +13 +1%
RWA
858
River Wealth Advisors
Pennsylvania
$227K -$16.5K -70 -7%
IC
859
Inscription Capital
Texas
$225K +$259K +1,100 New
Sterling Capital Management
860
Sterling Capital Management
North Carolina
$225K -$331K -1,407 -60%
UMB Bank
861
UMB Bank
Missouri
$225K -$40.2K -171 -16%
Sigma Planning Corp
862
Sigma Planning Corp
Michigan
$223K -$9.18K -39 -4%
iA Global Asset Management
863
iA Global Asset Management
Quebec, Canada
$222K +$216K +916 New
TFA
864
Trinity Financial Advisors
Ohio
$222K +$235 +1 +0.1%
AIM
865
Advyzon Investment Management
Illinois
$222K -$7.29K -31 -3%
UFF
866
USA Financial Formulas
Michigan
$220K +$214K +908 New
PCS
867
Personal CFO Solutions
New Jersey
$220K -$7.77K -33 -4%
Diversified Trust
868
Diversified Trust
Tennessee
$219K +$212K +902 New
RCM
869
Raleigh Capital Management
North Carolina
$218K -$14.8K -63 -7%
NAM
870
NTV Asset Management
West Virginia
$218K – – –
Independent Financial Group
871
Independent Financial Group
California
$218K -$25.7K -109 -11%
D.A. Davidson & Co
872
D.A. Davidson & Co
Montana
$217K +$211K +896 New
WCA
873
Westover Capital Advisors
Delaware
$217K -$9.41K -40 -4%
Crestwood Advisors Group
874
Crestwood Advisors Group
Massachusetts
$217K -$4K -17 -2%
FPCP
875
Fort Point Capital Partners
California
$217K +$1.88K +8 +0.9%