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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1001
Summit Securities Group
New York
$19.2K +$18.8K +79 New
TTIC
1002
Tower Trust & Investment Company
Iowa
$19K – – –
SS
1003
Sunbelt Securities
Texas
$18.6K -$4.04K -17 -17%
STB
1004
S&T Bank
Pennsylvania
$17.7K – – –
GK
1005
Graney & King
New York
$17K – – –
PWMG
1006
Private Wealth Management Group
New Jersey
$16.8K – – –
MIM
1007
MTM Investment Management
South Carolina
$16K +$15.7K +66 New
TFA
1008
Transamerica Financial Advisors
Florida
$15K +$1.66K +7 +13%
CMP
1009
Coston McIsaac & Partners
Maine
$15K – – –
FUBT
1010
First United Bank & Trust
Maryland
$14.6K – – –
SO
1011
Sierra Ocean
California
$14.4K +$3.09K +13 +28%
RWS
1012
Retirement Wealth Solutions
Wisconsin
$14.1K – – –
CFD
1013
Creative Financial Designs
Indiana
$13.9K -$3.09K -13 -19%
RA
1014
Rise Advisors
New York
$13.2K – – –
FGA
1015
Fortis Group Advisors
New Jersey
$12.9K – – –
IRC
1016
Investors Research Corp
Georgia
$12.6K – – –
VWM
1017
Valley Wealth Managers
New Jersey
$12.6K – – –
WBC
1018
West Branch Capital
Massachusetts
$12.2K – – –
CPG
1019
Cornerstone Planning Group
New Jersey
$11.7K -$9.98K -42 -49%
AGWCA
1020
Annis Gardner Whiting Capital Advisors
Florida
$11.5K +$2.61K +11 +31%
PP
1021
PrairieView Partners
Minnesota
$11K – – –
GJIA
1022
Glass Jacobson Investment Advisors
Maryland
$10.9K – – –
BFPW
1023
BOK Financial Private Wealth
Colorado
$10.7K +$10.5K +44 New
BIA
1024
Bell Investment Advisors
California
$10.5K – – –
MYIA
1025
Mount Yale Investment Advisors
Colorado
$9.72K -$196K -826 -95%
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