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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1051
LGT Financial Advisors
Texas
$5.28K – – –
FDCP
1052
Foster Dykema Cabot & Partners
Massachusetts
$5.26K – – –
HCM
1053
Hollencrest Capital Management
California
$5K – – –
NWM
1054
Nova Wealth Management
Florida
$5K – – –
CCM
1055
Cloud Capital Management
Washington
$5K +$5.48K +22 New
MAM
1056
Meeder Asset Management
Ohio
$4.76K – – –
NFSG
1057
Newbridge Financial Services Group
Florida
$4.76K – – –
JFGIW
1058
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.54K +$4.73K +19 New
DPW
1059
DiNuzzo Private Wealth
Pennsylvania
$4.35K – – –
AWM
1060
Abound Wealth Management
Tennessee
$4.29K – – –
EWP
1061
Elevation Wealth Partners
California
$4.29K +$4.48K +18 New
ME
1062
McIlrath & Eck
Washington
$4.29K – – –
IW
1063
Imprint Wealth
South Carolina
$4.29K +$4.48K +18 New
GCM
1064
Gables Capital Management
Florida
$4.05K – – –
PG
1065
Proffitt & Goodson
Tennessee
$4.05K +$4.23K +17 New
LI
1066
LRI Investments
Florida
$3.81K – – –
KG
1067
Kilter Group
New York
$3.57K -$249 -1 -6%
GBT
1068
Grove Bank & Trust
Florida
$3.57K – – –
MAM
1069
Marquette Asset Management
Minnesota
$3.57K +$3.74K +15 New
TIM
1070
Tortoise Investment Management
New York
$3.33K +$747 +3 +27%
JGIA
1071
Jackson Grant Investment Advisers
Connecticut
$3.1K – – –
RTL
1072
Red Tortoise LLC
Georgia
$2.86K – – –
AA
1073
Addison Advisors
Vermont
$2.62K – – –
RWM
1074
Raffa Wealth Management
District of Columbia
$2.62K – – –
GSWM
1075
Golden State Wealth Management
California
$2.62K +$2.74K +11 New
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