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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
976
Boreal Capital Management
Florida
$38.1K – – –
ST
977
Smithfield Trust
Pennsylvania
$38K – – –
DE
978
DV Equities
Illinois
$36.6K +$37.4K +164 New
FFO
979
Fortitude Family Office
Arizona
$35.9K -$684 -3 -2%
TFIPS
980
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34.6K – – –
OAJ
981
Ogorek Anthony Joseph
New York
$34K -$228 -1 -0.6%
JWA
982
JFS Wealth Advisors
Pennsylvania
$33.9K +$5.47K +24 +19%
SL
983
Salomon & Ludwin
Virginia
$32.8K +$1.6K +7 +5%
MCM
984
Manchester Capital Management
Vermont
$32.1K -$3.19K -14 -9%
WA
985
WPG Advisers
Maryland
$31.7K +$14.1K +62 +78%
BF
986
BOK Financial
Oklahoma
$29.9K -$166K -726 -84%
BWL
987
Bogart Wealth LLC
Virginia
$28.3K +$912 +4 +3%
MDA
988
Minot DeBlois Advisors
Massachusetts
$27.9K – – –
PB
989
Prosperity Bancshares
Texas
$27.7K +$28.3K +124 New
CA
990
Crewe Advisors
Utah
$26.8K -$3.19K -14 -10%
CFO
991
CVA Family Office
Colorado
$26.8K -$3.42K -15 -11%
NRG
992
Nemes Rush Group
Michigan
$26.6K +$27.1K +119 New
VWA
993
Valued Wealth Advisors
Utah
$26.2K – – –
CI
994
Clal Insurance
Israel
$26K +$1.14K +5 +4%
GLF
995
Groupe la Francaise
France
$25.7K – – –
RAM
996
Reflection Asset Management
South Carolina
$25K +$25.5K +112 New
SAG
997
SageView Advisory Group
California
$24.8K +$25.3K +111 New
MWM
998
Mascoma Wealth Management
New Hampshire
$24.8K – – –
OC
999
Oakworth Capital
Alabama
$24.3K – – –
FHC
1000
First Horizon Corporation
Tennessee
$23.7K – – –
38 39
40
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