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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
FPH
851
Financial Planning Hawaii
Hawaii
$224K +$229K +1,005 New
CSI
852
Cross Staff Investments
New York
$223K – – –
FFS
853
Fischer Financial Services
Pennsylvania
$223K – – –
JE
854
JMAC Enterprises
Pennsylvania
$223K – – –
Larson Financial Group
855
Larson Financial Group
Missouri
$223K +$35.4K +155 +18%
BCM
856
Brasada Capital Management
Texas
$220K -$29.6K -130 -12%
AMIM
857
Aull & Monroe Investment Management
Alabama
$218K – – –
Daymark Wealth Partners
858
Daymark Wealth Partners
Ohio
$218K -$20.8K -91 -9%
PFM
859
Patton Fund Management
Texas
$217K +$11.2K +49 +5%
FFA
860
Fragasso Financial Advisors
Pennsylvania
$217K +$2.05K +9 +0.9%
ACM
861
Allred Capital Management
Texas
$216K -$9.58K -42 -4%
PAM
862
Pegasus Asset Management
New York
$216K – – –
PFG
863
PAX Financial Group
Texas
$215K -$20.5K -90 -9%
WF
864
Wayfinding Financial
Washington
$214K +$4.11K +18 +2%
Great Valley Advisor Group
865
Great Valley Advisor Group
Delaware
$214K -$10.7K -47 -5%
JCM
866
Jacobsen Capital Management
Utah
$213K -$9.58K -42 -4%
CC
867
Courier Capital
New York
$212K -$58.2K -255 -21%
BWM
868
Baron Wealth Management
Michigan
$212K -$25.5K -112 -11%
LGT Group Foundation
869
LGT Group Foundation
Liechtenstein
$212K +$214K +939 New
Arax Advisory Partners
870
Arax Advisory Partners
Colorado
$211K -$493K -2,163 -70%
RFN
871
RDA Financial Network
Iowa
$210K -$2.28K -10 -1%
Wedbush Securities
872
Wedbush Securities
California
$209K +$214K +939 New
A
873
AlphaQuest
New York
$208K -$3.96M -17,381 -95%
PP
874
Patron Partners
Texas
$208K – – –
TFA
875
Trinity Financial Advisors
Ohio
$207K – – –