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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
STB
926
S&T Bank
Pennsylvania
$11.1K +$1.21K +8 +11%
TTIC
927
Tower Trust & Investment Company
Iowa
$10.7K – – –
IFWM
928
Institute for Wealth Management
Colorado
$10.3K +$11.3K +75 New
TC
929
Truvestments Capital
Florida
$10K -$21.3K -141 -66%
GK
930
Graney & King
New York
$9.59K – – –
NSIM
931
North Star Investment Management
Illinois
$9.59K +$4.23K +28 +67%
FHC
932
First Horizon Corporation
Tennessee
$9.45K -$6.19K -41 -37%
HWP
933
Highline Wealth Partners
California
$9.18K +$7.85K +52 +347%
MIM
934
MTM Investment Management
South Carolina
$9.04K – – –
APW
935
Aventura Private Wealth
Florida
$8.35K – – –
QL
936
Quarry LP
New York
$8.22K -$113K -747 -93%
CMP
937
Coston McIsaac & Partners
Maine
$8K – – –
AW
938
Avion Wealth
Texas
$8K +$4.08K +27 +84%
RF
939
Rossby Financial
Florida
$7.81K -$604 -4 -7%
BFS
940
Bare Financial Services
Pennsylvania
$7.4K +$6.8K +45 +500%
FGA
941
Fortis Group Advisors
New Jersey
$7.26K – – –
CFM
942
Cornerstone Financial Management
Massachusetts
$7.26K +$6.19K +41 +342%
VWM
943
Valley Wealth Managers
New Jersey
$7.12K – – –
WBC
944
West Branch Capital
Massachusetts
$6.85K – – –
BC
945
Burnham & Co
Michigan
$6.85K +$7.55K +50 New
APFP
946
Action Point Financial Planning
Michigan
$6.85K +$7.7K +51 New
EWP
947
Elevation Wealth Partners
California
$6.71K -$10.1K -67 -58%
VERPA
948
Virginia Estate & Retirement Planning Advisors
Virginia
$6.3K – – –
RA
949
Rational Advisors
New York
$6.3K +$1.06K +7 +18%
GJIA
950
Glass Jacobson Investment Advisors
Maryland
$6.16K – – –
36 37
38
39 40