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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1026
Bell Investment Advisors
California
$10.5K – – –
MYIA
1027
Mount Yale Investment Advisors
Colorado
$9.72K -$196K -826 -95%
NSIM
1028
North Star Investment Management
Illinois
$9.48K – – –
FFA
1029
Frazier Financial Advisors
Ohio
$9.24K – – –
RA
1030
Rational Advisors
New York
$8.75K +$8.56K +36 New
BFS
1031
Bare Financial Services
Pennsylvania
$8.26K +$5.23K +22 +183%
AT
1032
Arlington Trust
Alabama
$7.29K +$7.13K +30 New
SIS
1033
Strategic Investment Solutions
Illinois
$7.29K – – –
DI
1034
DAGCO Inc
Ohio
$7.05K – – –
SC
1035
SouthState Corp
Florida
$7.05K +$238 +1 +4%
AW
1036
Avion Wealth
Texas
$7K +$3.56K +15 +100%
S
1037
Sachetta
Massachusetts
$6.81K +$1.43K +6 +27%
PSFG
1038
Park Square Financial Group
Georgia
$6.8K – – –
BLC
1039
Brown, Lisle/Cummings
Rhode Island
$6.08K +$5.94K +25 New
HHMI
1040
Howard Hughes Medical Institute
Maryland
$6.08K +$5.94K +25 New
FDCP
1041
Foster Dykema Cabot & Partners
Massachusetts
$5.37K – – –
LFA
1042
LGT Financial Advisors
Texas
$5.37K – – –
HCM
1043
Hollencrest Capital Management
California
$5.1K – – –
NWM
1044
Nova Wealth Management
Florida
$5.1K – – –
MAM
1045
Meeder Asset Management
Ohio
$4.86K -$7.37K -31 -61%
NFSG
1046
Newbridge Financial Services Group
Florida
$4.86K – – –
CCMI
1047
Creative Capital Management Investments
California
$4.86K +$4.75K +20 New
AWM
1048
Abound Wealth Management
Tennessee
$4.38K – – –
ME
1049
McIlrath & Eck
Washington
$4.38K – – –
DPW
1050
DiNuzzo Private Wealth
Pennsylvania
$4.13K – – –
40 41
42
43 44