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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
1026
Annis Gardner Whiting Capital Advisors
Florida
$11.5K +$249 +1 +2%
GJIA
1027
Glass Jacobson Investment Advisors
Maryland
$10.7K – – –
RWS
1028
Retirement Wealth Solutions
Wisconsin
$10.7K -$3.24K -13 -22%
BIA
1029
Bell Investment Advisors
California
$10.2K – – –
AG
1030
AmeriFlex Group
Nevada
$9.53K +$9.96K +40 New
NSIM
1031
North Star Investment Management
Illinois
$9.29K – – –
FFA
1032
Frazier Financial Advisors
Ohio
$9.05K – – –
RA
1033
Rational Advisors
New York
$8.81K +$249 +1 +3%
CIAS
1034
CBIZ Investment Advisory Services
Ohio
$8.61K +$7.72K +31 +620%
CFD
1035
Creative Financial Designs
Indiana
$8.57K -$5.23K -21 -37%
JWM
1036
JPL Wealth Management
Colorado
$8.34K +$8.72K +35 New
HFS
1037
Horizon Financial Services
North Carolina
$7.62K +$5.48K +22 +220%
SIS
1038
Strategic Investment Solutions
Illinois
$7.15K – – –
AT
1039
Arlington Trust
Alabama
$7.14K – – –
BFS
1040
Bare Financial Services
Pennsylvania
$6.91K -$1.25K -5 -15%
DI
1041
DAGCO Inc
Ohio
$6.91K – – –
S
1042
Sachetta
Massachusetts
$6.67K – – –
AW
1043
Avion Wealth
Texas
$6K -$996 -4 -13%
Q1WB
1044
Quest 10 Wealth Builders
Virginia
$5.95K -$22.4K -90 -78%
BLC
1045
Brown, Lisle/Cummings
Rhode Island
$5.95K – – –
HHMI
1046
Howard Hughes Medical Institute
Maryland
$5.95K – – –
TCM
1047
TruNorth Capital Management
Michigan
$5.95K +$6.23K +25 New
LFA
1048
LGT Financial Advisors
Texas
$5.28K – – –
FDCP
1049
Foster Dykema Cabot & Partners
Massachusetts
$5.26K – – –
HCM
1050
Hollencrest Capital Management
California
$5K – – –
40 41
42
43 44