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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
951
New Millennium Group
Utah
$11K – – –
WBC
952
West Branch Capital
Massachusetts
$10.8K -$5.65K -27 -35%
CCA
953
Criterion Capital Advisors
Tennessee
$10.4K – – –
PP
954
PrairieView Partners
Minnesota
$10K – – –
GJIA
955
Glass Jacobson Investment Advisors
Maryland
$9.68K – – –
FFO
956
Fortitude Family Office
Arizona
$9.68K – – –
BAM
957
Byrne Asset Management
New Jersey
$9.68K +$9.41K +45 New
CFD
958
Creative Financial Designs
Indiana
$9.25K +$8.99K +43 New
S
959
Sachetta
Massachusetts
$9.05K – – –
NSIM
960
North Star Investment Management
Illinois
$8.39K – – –
FFA
961
Frazier Financial Advisors
Ohio
$8.17K – – –
CPG
962
Cornerstone Planning Group
New Jersey
$8.08K -$1.67K -8 -17%
MRCM
963
M&R Capital Management
New Jersey
$7.96K – – –
AGWCA
964
Annis Gardner Whiting Capital Advisors
Florida
$7.8K -$7.11K -34 -49%
BIA
965
Bell Investment Advisors
California
$7.53K +$418 +2 +6%
CPA
966
Capital Performance Advisors
California
$6.88K +$6.69K +32 New
RF
967
Robinswood Financial
Washington
$6.88K – – –
FFC
968
First Financial Corp
Indiana
$6.45K – – –
SIS
969
Strategic Investment Solutions
Illinois
$6.45K – – –
VCM
970
Versant Capital Management
Arizona
$5.81K -$6.48K -31 -53%
IHWM
971
Iron Horse Wealth Management
Iowa
$5.81K – – –
GJWM
972
Gilliland Jeter Wealth Management
Arkansas
$5.59K – – –
FPF
973
First Pacific Financial
Washington
$5.59K +$209 +1 +4%
DF
974
Dunhill Financial
United Kingdom
$5.11K +$2.72K +13 +118%
FMP
975
Financial Management Professionals
Texas
$5K +$837 +4 +19%
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