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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
876
CVA Family Office
Colorado
$16.4K – – –
WBC
877
West Branch Capital
Massachusetts
$15.8K – – –
SIC
878
Salem Investment Counselors
North Carolina
$15.4K – – –
AGWCA
879
Annis Gardner Whiting Capital Advisors
Florida
$15.4K +$4.84K +24 +47%
NBT
880
Northwest Bank & Trust
Iowa
$15.1K – – –
POIA
881
Pin Oak Investment Advisors
Texas
$15K +$14.5K +72 New
WWP
882
WR Wealth Planners
Missouri
$14.1K +$13.9K +69 New
PWMG
883
Private Wealth Management Group
New Jersey
$14.1K +$4.03K +20 +41%
CA
884
Crewe Advisors
Utah
$13.9K +$13.7K +68 New
FUBT
885
First United Bank & Trust
Maryland
$13.1K – – –
CMP
886
Coston McIsaac & Partners
Maine
$13K – – –
RA
887
Rise Advisors
New York
$12.9K +$12.7K +63 New
PP
888
PrairieView Partners
Minnesota
$11K – – –
CCA
889
Criterion Capital Advisors
Tennessee
$10.9K -$7.06K -35 -40%
FGA
890
Fortis Group Advisors
New Jersey
$10.9K +$10.7K +53 New
CPG
891
Cornerstone Planning Group
New Jersey
$10.7K +$403 +2 +4%
IRC
892
Investors Research Corp
Georgia
$10.7K -$25K -124 -70%
VWM
893
Valley Wealth Managers
New Jersey
$10.7K – – –
TSWM
894
Tyler-Stone Wealth Management
Ohio
$10.4K – – –
LI
895
LRI Investments
Florida
$9.83K +$9.68K +48 New
FFO
896
Fortitude Family Office
Arizona
$9.22K – – –
GJIA
897
Glass Jacobson Investment Advisors
Maryland
$9.22K +$2.02K +10 +29%
NSIM
898
North Star Investment Management
Illinois
$7.99K – – –
FFA
899
Frazier Financial Advisors
Ohio
$7.79K – – –
SIC
900
SJS Investment Consulting
Ohio
$7.58K +$3.63K +18 +95%
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