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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
951
True Wealth Design
Ohio
$57.4K +$14.7K +59 +32%
RFP
952
Root Financial Partners
California
$57K +$59.5K +239 New
BCM
953
Blume Capital Management
California
$54.5K – – –
PC
954
Promus Capital
Illinois
$54.5K – – –
FRA
955
Front Row Advisors
California
$53.8K – – –
Salem Investment Counselors
956
Salem Investment Counselors
North Carolina
$53.8K – – –
RA
957
Ransom Advisory
Rhode Island
$53.4K – – –
ABWM
958
Alpine Bank Wealth Management
Colorado
$52.2K -$2.49K -10 -4%
CPBTD
959
Central Pacific Bank - Trust Division
Hawaii
$51.2K – – –
PSB
960
Piscataqua Savings Bank
New Hampshire
$51.2K – – –
TC
961
Truvestments Capital
Florida
$50.9K – – –
BGAI
962
Bruce G. Allen Investments
Colorado
$50.5K -$996 -4 -2%
SSG
963
Summit Securities Group
New York
$47.9K +$30.4K +122 +154%
CW
964
Curio Wealth
Maryland
$47.6K – – –
OCM
965
Osterweis Capital Management
California
$47.4K – – –
ACM
966
Anfield Capital Management
California
$46.7K – – –
FWM
967
FSA Wealth Management
Massachusetts
$45.7K – – –
BOJHT
968
Bank of Jackson Hole Trust
Wyoming
$43.6K +$15.2K +61 +50%
OP
969
ORG Partners
Indiana
$43.6K +$16.4K +66 +57%
CIA
970
Cape Investment Advisory
Georgia
$43.1K +$1.25K +5 +3%
SC
971
Steph & Co
Wisconsin
$42.6K +$4.48K +18 +11%
RIL
972
Rothschild Investment LLC
Illinois
$42.2K -$498 -2 -1%
HBW
973
Hazlett, Burt & Watson
West Virginia
$42K – – –
RFG
974
REAP Financial Group
Texas
$41.5K +$6.47K +26 +18%
Smithfield Trust
975
Smithfield Trust
Pennsylvania
$41K – – –