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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
951
Advocate Investing Services
Maryland
$5.62K – – –
SFG
952
Strive Financial Group
Indiana
$5.48K – – –
FFA
953
Frazier Financial Advisors
Ohio
$5.21K – – –
AA
954
Addison Advisors
Vermont
$4.93K +$3.32K +22 +157%
CIAS
955
CBIZ Investment Advisory Services
Ohio
$4.74K – – –
KFG
956
Kingdom Financial Group
Arizona
$4.66K – – –
KG
957
Kilter Group
New York
$4.38K +$1.66K +11 +52%
AFC
958
Ares Financial Consulting
California
$4.38K -$6.8K -45 -58%
FCAS
959
First Command Advisory Services
Texas
$4.14K -$51.6K -342 -92%
SIS
960
Strategic Investment Solutions
Illinois
$4.11K – – –
ECA
961
Elevated Capital Advisors
Utah
$3.7K -$1.06K -7 -21%
SSG
962
Summit Securities Group
New York
$3.7K +$1.21K +8 +42%
JWM
963
JPL Wealth Management
Colorado
$3.42K -$3.02K -20 -44%
RWM
964
Rialto Wealth Management
New York
$3.29K +$1.36K +9 +60%
SFS
965
Sunrise Financial Services
Washington
$3.15K – – –
NFSG
966
Newbridge Financial Services Group
Florida
$2.74K – – –
Q1WB
967
Quest 10 Wealth Builders
Virginia
$2.74K – – –
SA
968
Seneschal Advisors
Washington
$2.47K – – –
RWM
969
Raffa Wealth Management
District of Columbia
$2.46K -$755 -5 -22%
GCM
970
Gables Capital Management
Florida
$2.33K – – –
S
971
Sachetta
Massachusetts
$2.19K +$1.36K +9 +129%
PS
972
Planning Strategies
Pennsylvania
$2.19K +$2.42K +16 New
JFGIW
973
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.93K – – –
JSAM
974
J. Safra Asset Management
New York
$1.92K +$2.11K +14 New
PWA
975
Physician Wealth Advisors
Utah
$1.64K +$604 +4 +50%
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