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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AW
426
Alpha Windward
Massachusetts
$35K
OFS
427
Orrstown Financial Services
Pennsylvania
$35K +$26.7K +394 +315%
LWA
428
Lowe Wealth Advisors
Maryland
$33K
HCA
429
Harbour Capital Advisors
Virginia
$32.6K +$32.5K +480 New
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$32K -$73.6K -1,086 -70%
Acadian Asset Management
431
Acadian Asset Management
Massachusetts
$30K
AIS
432
Accurate Investment Solutions
Pennsylvania
$29K
GBT
433
Grove Bank & Trust
Florida
$28K +$3.46K +51 +14%
SF
434
Synovus Financial
Georgia
$27K
FHA
435
First Horizon Advisors
Tennessee
$27K +$2.85K +42 +12%
AWM
436
AllSquare Wealth Management
New York
$27K +$27.1K +400 New
GWM
437
Geneos Wealth Management
Colorado
$26K -$1.08K -16 -4%
NCM
438
New Capital Management
Texas
$26K
GWS
439
Glassman Wealth Services
Virginia
$24K
PB
440
Pinnacle Bancorp
Nebraska
$24K +$24K +354 New
SA
441
SpiderRock Advisors
Delaware
$23K
TDC
442
Thompson Davis & Co
Virginia
$22K
GAM
443
Gemmer Asset Management
California
$21K
HWP
444
Hefty Wealth Partners
Indiana
$21K
IUHSA
445
Itau Unibanco Holding S.A.
Brazil
$21K +$21K +310 New
LCM
446
Liberty Capital Management
Michigan
$20K
RFA
447
Reilly Financial Advisors
California
$20K +$20.1K +296 New
WCBA
448
Weaver C. Barksdale & Associates
Tennessee
$19K
CFG
449
Citizens Financial Group
Rhode Island
$18K
UWPG
450
Ullmann Wealth Partners Group
Florida
$18K +$18.3K +270 New