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Broadridge

BR

Market cap $21.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
851	RWA 851 River Wealth Advisors Camp Hill, Pennsylvania	$223K	+$249	+1	+0.1%
852	PP 852 Patron Partners Houston, Texas	$221K	–	–	–
853	TFA 853 Trinity Financial Advisors Columbus, Ohio	$221K	–	–	–
854	FNBOH 854 First National Bank of Hutchinson Hutchinson, Kansas	$221K	+$231K	+928	New
855	MCM 855 Mitchell Capital Management Leawood, Kansas	$221K	+$231K	+928	New
856	WANY 856 Wealthspire Advisors (New York) New York	$221K	-$32.9K	-132	-12%
857	PFM 857 Patton Fund Management Dallas, Texas	$220K	–	–	–
858	MYAM 858 Meiji Yasuda Asset Management Tokyo, Japan	$220K	+$230K	+924	New
859	GM 859 GeoWealth Management Chicago, Illinois	$220K	+$118K	+473	+105%
860	OIAM 860 OFI Invest Asset Management Paris, France	$219K	+$163K	+656	+154%
861	KPWG 861 KFA Private Wealth Group Tysons, Virginia	$216K	–	–	–
862	NAM 862 NTV Asset Management Charleston, West Virginia	$214K	–	–	–
863	TCOTS 863 Trust Company of the South Greensboro, North Carolina	$213K	–	–	–
864	FGP 864 Freestone Grove Partners San Francisco, California	$211K	+$221K	+888	New
865	PFBT 865 Parkside Financial Bank & Trust Saint Louis, Missouri	$211K	+$49.3K	+198	+29%
866	EDRH 866 Edmond de Rothschild Holding Chambesy, Switzerland	$210K	–	–	–
867	SWM 867 Steinberganna Wealth Management Huntington, New York	$210K	+$219K	+880	New
868	PCS 868 Personal CFO Solutions Chester, New Jersey	$210K	-$3.24K	-13	-1%
869	SB 869 Strategic Blueprint Atlanta, Georgia	$210K	+$11.7K	+47	+6%
870	VCM 870 Versant Capital Management Phoenix, Arizona	$209K	+$3.49K	+14	+2%
871	ST 871 Sageworth Trust Lancaster, Pennsylvania	$209K	+$219K	+879	New
872	IWN 872 Independent Wealth Network Urbandale, Iowa	$209K	+$4.73K	+19	+2%
873	HCMG 873 Howard Capital Management Group Los Angeles, California	$208K	–	–	–
874	WCA 874 Westover Capital Advisors Wilmington, Delaware	$208K	–	–	–
875	VBA 875 von Borstel & Associates The Dalles, Oregon	$207K	+$232K	+930	New

Broadridge BR Market cap $21.1B

Broadridge

BR

Market cap $21.1B