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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
MDA
976
Minot DeBlois Advisors
Massachusetts
$30.4K -$5.94K -25 -17%
GWP
977
Gen-Wealth Partners
Michigan
$30.4K -$2.85K -12 -9%
CIAM
978
Caitong International Asset Management
Hong Kong
$30.1K +$13.5K +57 +85%
BWL
979
Bogart Wealth LLC
Virginia
$29.9K +$475 +2 +2%
BOJHT
980
Bank of Jackson Hole Trust
Wyoming
$29.6K +$15.2K +64 +110%
VWA
981
Valued Wealth Advisors
Utah
$28.5K – – –
OP
982
ORG Partners
Indiana
$28.1K +$21.4K +90 +360%
Q1WB
983
Quest 10 Wealth Builders
Virginia
$27.9K +$22.6K +95 +475%
MWM
984
Mascoma Wealth Management
New Hampshire
$27K – – –
OC
985
Oakworth Capital
Alabama
$26.5K – – –
NC
986
NewSquare Capital
Pennsylvania
$26.2K +$12.1K +51 +89%
SL
987
Salomon & Ludwin
Virginia
$25.5K – – –
FWA
988
Flagship Wealth Advisors
Massachusetts
$24.3K – – –
RCM
989
Richardson Capital Management
Wisconsin
$24.3K – – –
WWM
990
Wolff Wiese Magana
California
$24.3K – – –
API
991
Asset Planning Inc
California
$24.1K – – –
CSB
992
City State Bank
Iowa
$23.3K – – –
WA
993
WPG Advisers
Maryland
$22.6K -$1.43K -6 -6%
CT
994
Caldwell Trust
Florida
$22.6K – – –
AWM
995
Atticus Wealth Management
Florida
$21.9K – – –
CAL
996
Capital Analysts LLC
Pennsylvania
$21K – – –
EP
997
Essential Partners
California
$20.2K +$19.7K +83 New
AAS
998
Ameritas Advisory Services
Nebraska
$19.9K +$19.5K +82 New
TPWA
999
Twin Peaks Wealth Advisors
California
$19.7K +$17.8K +75 New
FMII
1000
Farmers & Merchants Investments Inc
Nebraska
$19.4K -$238 -1 -1%
38 39
40
41 42