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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1026
Meeder Asset Management
Ohio
$15.4K +$11.2K +49 +245%
TWD
1027
True Wealth Design
Ohio
$14.7K -$39.9K -175 -73%
MIM
1028
MTM Investment Management
South Carolina
$14.7K – – –
CPG
1029
Cornerstone Planning Group
New Jersey
$14.6K – – –
WA
1030
Westfuller Advisors
New York
$14.1K -$3.88K -17 -21%
ECA
1031
Elevated Capital Advisors
Utah
$14K +$14.4K +63 New
CMP
1032
Coston McIsaac & Partners
Maine
$14K – – –
EW
1033
Elyxium Wealth
California
$13.8K +$14.1K +62 New
NMG
1034
New Millennium Group
Utah
$13.5K -$159K -699 -92%
NSIM
1035
North Star Investment Management
Illinois
$12.3K +$3.65K +16 +41%
FGA
1036
Fortis Group Advisors
New Jersey
$11.8K – – –
IRC
1037
Investors Research Corp
Georgia
$11.6K – – –
VWM
1038
Valley Wealth Managers
New Jersey
$11.6K – – –
TFA
1039
Transamerica Financial Advisors
Florida
$11.5K -$14.6K -64 -56%
APW
1040
Aventura Private Wealth
Florida
$11.4K – – –
SR
1041
Swiss Re
Switzerland
$11.4K +$11.6K +51 New
WBC
1042
West Branch Capital
Massachusetts
$11.2K – – –
AG
1043
AmeriFlex Group
Nevada
$11.2K +$2.28K +10 +25%
GCM
1044
Gunpowder Capital Management
Maryland
$11.2K +$11.4K +50 New
VR
1045
Vision Retirement
New Jersey
$11.2K +$11.4K +50 New
RWS
1046
Retirement Wealth Solutions
Wisconsin
$10.1K – – –
GJIA
1047
Glass Jacobson Investment Advisors
Maryland
$10K – – –
AFC
1048
Ares Financial Consulting
California
$10K +$10.3K +45 New
AGWCA
1049
Annis Gardner Whiting Capital Advisors
Florida
$9.85K -$912 -4 -8%
AIS
1050
Advocate Investing Services
Maryland
$9.15K +$9.35K +41 New
40 41
42
43 44