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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Smartleaf Asset Management
Massachusetts
$142K -$36.4K -153 -20%
BCWM
902
Bartlett & Co Wealth Management
Ohio
$135K +$238 +1 +0.2%
CT
903
Clearstead Trust
Maine
$134K +$48.5K +204 +59%
FAM
904
Fulcrum Asset Management
United Kingdom
$123K +$120K +506 New
LWA
905
Lowe Wealth Advisors
Maryland
$119K – – –
HI
906
Harbour Investments
Wisconsin
$119K +$10.7K +45 +10%
DFA
907
DHJJ Financial Advisors
Illinois
$116K – – –
UCB
908
United Community Bank
South Carolina
$115K +$1.19K +5 +1%
GM
909
GeoWealth Management
Illinois
$109K +$47.1K +198 +79%
TCOT
910
Trust Company of Toledo
Ohio
$109K +$107K +450 New
AF
911
Advisornet Financial
Minnesota
$103K -$238 -1 -0.2%
CAL
912
Capital Advisors Ltd
Ohio
$102K +$6.89K +29 +7%
AAG
913
Armstrong Advisory Group
Massachusetts
$101K -$37.3K -157 -27%
DJSG
914
D.J. St. Germain
Massachusetts
$97.9K – – –
C
915
Covestor
United Kingdom
$97K -$15.7K -66 -14%
FNWA
916
Financial Network Wealth Advisors
Utah
$95.8K +$2.14K +9 +2%
FCAS
917
First Command Advisory Services
Texas
$94.8K -$951 -4 -1%
BSB
918
Bangor Savings Bank
Maine
$88.5K – – –
OIAM
919
OFI Invest Asset Management
France
$88K +$25.9K +109 +34%
PMFA
920
Plante Moran Financial Advisors
Michigan
$87.9K -$461K -1,940 -84%
CH
921
Cromwell Holdings
Wyoming
$87.8K +$2.14K +9 +3%
PB
922
Pinnacle Bancorp
Nebraska
$86K – – –
HIA
923
Harbor Investment Advisory
Maryland
$85.1K – – –
MSE
924
MUFG Securities EMEA
United Kingdom
$83.8K +$82K +345 New
FPB
925
First PREMIER Bank
South Dakota
$80K – – –
35 36
37
38 39