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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
951
MV Capital Management
Maryland
$66.3K +$684 +3 +1%
RBC
952
Roble Belko & Company
Pennsylvania
$66K – – –
BOJHT
953
Bank of Jackson Hole Trust
Wyoming
$61.4K +$21K +92 +50%
SIM
954
Sentry Investment Management
Wisconsin
$59K – – –
MSWA
955
Marshall & Sterling Wealth Advisors
New York
$58.7K -$10.9K -48 -15%
WB
956
Webster Bank
Connecticut
$57.6K -$3.42K -15 -5%
RFP
957
Root Financial Partners
California
$57.3K +$4.11K +18 +8%
ADL
958
Asset Dedication LLC
California
$56.5K – – –
BSB
959
Bangor Savings Bank
Maine
$55.8K -$26K -114 -31%
VCM
960
Versant Capital Management
Arizona
$52.7K -$147K -643 -73%
NL
961
NorthAvenue LLC
Ohio
$51.1K +$52.2K +229 New
FRA
962
Front Row Advisors
California
$50.4K – – –
RA
963
Ransom Advisory
Rhode Island
$50K – – –
WAU
964
Wellington-Altus USA
Manitoba, Canada
$49.3K +$50.4K +221 New
RIL
965
Rothschild Investment LLC
Illinois
$49.2K +$10K +44 +25%
CPBTD
966
Central Pacific Bank - Trust Division
Hawaii
$48K – – –
PSB
967
Piscataqua Savings Bank
New Hampshire
$48K – – –
TC
968
Truvestments Capital
Florida
$47.7K – – –
CW
969
Curio Wealth
Maryland
$45.7K – – –
RFG
970
REAP Financial Group
Texas
$45.2K +$6.61K +29 +17%
BGAI
971
Bruce G. Allen Investments
Colorado
$45.1K -$2.28K -10 -5%
OCM
972
Osterweis Capital Management
California
$44.4K – – –
ACM
973
Anfield Capital Management
California
$43.7K – – –
OP
974
ORG Partners
Indiana
$41.9K +$1.14K +5 +3%
CIA
975
Cape Investment Advisory
Georgia
$41.3K +$912 +4 +2%
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