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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1051
Nova Wealth Management
Florida
$5K – – –
CCM
1052
Cloud Capital Management
Washington
$5K +$5.48K +22 New
MAM
1053
Meeder Asset Management
Ohio
$4.76K – – –
NFSG
1054
Newbridge Financial Services Group
Florida
$4.76K – – –
JFGIW
1055
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.54K +$4.73K +19 New
DPW
1056
DiNuzzo Private Wealth
Pennsylvania
$4.35K – – –
AWM
1057
Abound Wealth Management
Tennessee
$4.29K – – –
EWP
1058
Elevation Wealth Partners
California
$4.29K +$4.48K +18 New
ME
1059
McIlrath & Eck
Washington
$4.29K – – –
IW
1060
Imprint Wealth
South Carolina
$4.29K +$4.48K +18 New
GCM
1061
Gables Capital Management
Florida
$4.05K – – –
PG
1062
Proffitt & Goodson
Tennessee
$4.05K +$4.23K +17 New
LI
1063
LRI Investments
Florida
$3.81K – – –
KG
1064
Kilter Group
New York
$3.57K -$249 -1 -6%
GBT
1065
Grove Bank & Trust
Florida
$3.57K – – –
MAM
1066
Marquette Asset Management
Minnesota
$3.57K +$3.74K +15 New
TIM
1067
Tortoise Investment Management
New York
$3.33K +$747 +3 +27%
JGIA
1068
Jackson Grant Investment Advisers
Connecticut
$3.1K – – –
RTL
1069
Red Tortoise LLC
Georgia
$2.86K – – –
AA
1070
Addison Advisors
Vermont
$2.62K – – –
RWM
1071
Raffa Wealth Management
District of Columbia
$2.62K – – –
GSWM
1072
Golden State Wealth Management
California
$2.62K +$2.74K +11 New
PP
1073
Pacifica Partners
Canada
$2.58K +$249 +1 +10%
DF
1074
Dunhill Financial
United Kingdom
$2.17K – – –
BHWM
1075
Bay Harbor Wealth Management
Maryland
$1.91K +$498 +2 +33%
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