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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
901
Piscataqua Savings Bank
New Hampshire
$34.9K – – –
TC
902
Truvestments Capital
Florida
$34.7K – – –
LWM
903
Lodestone Wealth Management
Washington
$33.3K +$5.89K +31 +18%
CW
904
Curio Wealth
Maryland
$32.8K +$380 +2 +1%
OCM
905
Osterweis Capital Management
California
$32.3K – – –
ACM
906
Anfield Capital Management
California
$31.8K – – –
PWAM
907
Private Wealth Asset Management
Iowa
$31.5K -$105K -555 -74%
BF
908
BOK Financial
Oklahoma
$31.4K +$11.2K +59 +44%
WPA
909
Wealth Preservation Advisors
Tennessee
$30.1K +$35.1K +185 New
HBW
910
Hazlett, Burt & Watson
West Virginia
$28K – – –
BCM
911
Boreal Capital Management
Florida
$27.8K – – –
ST
912
Smithfield Trust
Pennsylvania
$27K – – –
WA
913
WPG Advisers
Maryland
$26.6K +$4.18K +22 +15%
HIA
914
Harbor Investment Advisory
Maryland
$26.2K -$36.9K -194 -55%
FFO
915
Fortitude Family Office
Arizona
$25.5K -$760 -4 -2%
TFIPS
916
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.2K – – –
CA
917
CoreCap Advisors
Michigan
$25K +$9.5K +50 +48%
OAJ
918
Ogorek Anthony Joseph
New York
$25K +$190 +1 +0.6%
SIC
919
Salem Investment Counselors
North Carolina
$24.6K +$28.5K +150 New
FWA
920
Flagship Wealth Advisors
Massachusetts
$24.3K – – –
GSEP
921
Golden State Equity Partners
California
$22.6K +$26.2K +138 New
CA
922
Clearstead Advisors
Ohio
$22.4K -$65.2K -343 -71%
BWL
923
Bogart Wealth LLC
Virginia
$22.2K +$1.9K +10 +8%
FPB
924
First PREMIER Bank
South Dakota
$22K -$37K -195 -59%
JWA
925
JFS Wealth Advisors
Pennsylvania
$21.1K -$4.18K -22 -14%
35 36
37
38 39