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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
951
Byrne Asset Management
New Jersey
$9.68K +$9.41K +45 New
CFD
952
Creative Financial Designs
Indiana
$9.25K +$8.99K +43 New
S
953
Sachetta
Massachusetts
$9.05K – – –
NSIM
954
North Star Investment Management
Illinois
$8.39K – – –
FFA
955
Frazier Financial Advisors
Ohio
$8.17K – – –
CPG
956
Cornerstone Planning Group
New Jersey
$8.08K -$1.67K -8 -17%
MRCM
957
M&R Capital Management
New Jersey
$7.96K – – –
AGWCA
958
Annis Gardner Whiting Capital Advisors
Florida
$7.8K -$7.11K -34 -49%
BIA
959
Bell Investment Advisors
California
$7.53K +$418 +2 +6%
CPA
960
Capital Performance Advisors
California
$6.88K +$6.69K +32 New
RF
961
Robinswood Financial
Washington
$6.88K – – –
FFC
962
First Financial Corp
Indiana
$6.45K – – –
SIS
963
Strategic Investment Solutions
Illinois
$6.45K – – –
VCM
964
Versant Capital Management
Arizona
$5.81K -$6.48K -31 -53%
IHWM
965
Iron Horse Wealth Management
Iowa
$5.81K – – –
GJWM
966
Gilliland Jeter Wealth Management
Arkansas
$5.59K – – –
FPF
967
First Pacific Financial
Washington
$5.59K +$209 +1 +4%
DF
968
Dunhill Financial
United Kingdom
$5.11K +$2.72K +13 +118%
FMP
969
Financial Management Professionals
Texas
$5K +$837 +4 +19%
FDCP
970
Foster Dykema Cabot & Partners
Massachusetts
$4.75K +$4.6K +22 New
CAS
971
Coppell Advisory Solutions
Texas
$4.74K – – –
CSB
972
City State Bank
Iowa
$4.52K – – –
HCM
973
Hollencrest Capital Management
California
$4.52K +$4.39K +21 New
NFSG
974
Newbridge Financial Services Group
Florida
$4.3K – – –
AWM
975
Abound Wealth Management
Tennessee
$3.87K – – –
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