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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$29K – – –
GWS
452
Glassman Wealth Services
Virginia
$26K – – –
NCM
453
New Capital Management
Texas
$26K – – –
FC
454
Ferris Capital
Massachusetts
$25K +$24K +332 New
HWP
455
Hefty Wealth Partners
Indiana
$24K – – –
GAM
456
Gemmer Asset Management
California
$23K – – –
IUHSA
457
Itau Unibanco Holding S.A.
Brazil
$23K – – –
Twin Tree Management
458
Twin Tree Management
Texas
$22K -$197K -2,732 -90%
LCM
459
Liberty Capital Management
Michigan
$22K – – –
RFA
460
Reilly Financial Advisors
California
$22K – – –
CFA
461
Camarda Financial Advisors
Florida
$22K +$20.9K +289 New
AssetMark Inc
462
AssetMark Inc
California
$21K +$2.81K +39 +16%
WCBA
463
Weaver C. Barksdale & Associates
Tennessee
$20K -$1.08K -15 -5%
CFG
464
Citizens Financial Group
Rhode Island
$20K – – –
BAM
465
Bruderman Asset Management
New York
$19K +$18.2K +252 New
BC
466
Bartlett & Co
Ohio
$17K – – –
TF
467
Tompkins Financial
New York
$17K – – –
FPB
468
First PREMIER Bank
South Dakota
$15K – – –
LNB
469
Ledyard National Bank
$15K – – –
TCM
470
Tradewinds Capital Management
Washington
$15K – – –
PFPT
471
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K +$14.2K +197 New
HR
472
Howe & Rusling
New York
$15K +$14.4K +200 New
FPFS
473
First Personal Financial Services
North Carolina
$14K – – –
WA
474
WFG Advisors
Texas
$14K +$11.2K +155 +484%
PA
475
Perennial Advisors
New York
$12K +$11.1K +154 New