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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
976
Caitong International Asset Management
Hong Kong
$38.6K +$9.46K +38 +31%
PWA
977
Principia Wealth Advisory
Texas
$38.1K +$39.1K +157 +5,233%
MCM
978
Manchester Capital Management
Vermont
$37.6K -$1.25K -5 -3%
OAJ
979
Ogorek Anthony Joseph
New York
$37K +$249 +1 +0.6%
TFIPS
980
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.9K – – –
HWM
981
Hemington Wealth Management
Virginia
$36K +$3.49K +14 +10%
EPW
982
Evergreen Private Wealth
Colorado
$33.6K +$996 +4 +3%
SL
983
Salomon & Ludwin
Virginia
$32.9K +$8.22K +33 +31%
CFO
984
CVA Family Office
Colorado
$32.2K +$2.24K +9 +7%
CA
985
Crewe Advisors
Utah
$31.9K +$33.4K +134 New
CA
986
CoreCap Advisors
Michigan
$31K -$996 -4 -3%
JWA
987
JFS Wealth Advisors
Pennsylvania
$30.5K -$3.74K -15 -10%
MDA
988
Minot DeBlois Advisors
Massachusetts
$29.8K – – –
BWL
989
Bogart Wealth LLC
Virginia
$29.3K – – –
GA
990
Guerra Advisors
Florida
$28.6K +$29.9K +120 New
VWA
991
Valued Wealth Advisors
Utah
$28K – – –
GLF
992
Groupe la Francaise
France
$27.4K -$5.68M -22,810 -99%
TFA
993
Transamerica Financial Advisors
Florida
$27.3K +$13.2K +53 +85%
CI
994
Clal Insurance
Israel
$27K -$8.22K -33 -23%
MWM
995
Mascoma Wealth Management
New Hampshire
$26.4K – – –
OC
996
Oakworth Capital
Alabama
$26K – – –
FHC
997
First Horizon Corporation
Tennessee
$25.2K +$26.4K +106 New
FWA
998
Flagship Wealth Advisors
Massachusetts
$23.8K – – –
RCM
999
Richardson Capital Management
Wisconsin
$23.8K – – –
WWM
1000
Wolff Wiese Magana
California
$23.8K – – –
38 39
40
41 42