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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
HIM
476
Hillsdale Investment Management
Ontario, Canada
$10K -$446K -7,200 -98%
S
477
SignatureFD
Georgia
$10K -$3.16K -51 -25%
Lazard Asset Management
478
Lazard Asset Management
New York
$10K – – –
BWA
479
Burt Wealth Advisors
Maryland
$9K – – –
MWM
480
MinichMacGregor Wealth Management
New York
$9K – – –
WT
481
Whittier Trust
California
$9K – – –
SNT
482
Security National Trust
West Virginia
$8K – – –
CFA
483
Carroll Financial Associates
North Carolina
$8K +$1.55K +25 +25%
EWM
484
Endurance Wealth Management
Rhode Island
$7K – – –
TWA
485
TCI Wealth Advisors
Arizona
$7K – – –
CWM
486
Catamount Wealth Management
Connecticut
$7K +$6.2K +100 New
CG
487
Cutler Group
California
$7K +$6.94K +112 New
AWMS
488
Advocacy Wealth Management Services
Georgia
$6K -$29.3K -473 -84%
GBBWRPM
489
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K – – –
FIB
490
First Interstate Bank
Montana
$5K – – –
QAM
491
QCI Asset Management
New York
$5K – – –
MFW
492
Mosaic Family Wealth
Missouri
$5K +$124 +2 +3%
WTB
493
Washington Trust Bank
Washington
$5K +$3.59K +58 +483%
WTC
494
WhitTier Trust Company
Nevada
$4K – – –
OFS
495
Orrstown Financial Services
Pennsylvania
$3K +$2.48K +40 New
CHC
496
City Holding Co
West Virginia
$3K +$2.97K +48 New
RWM
497
Raffa Wealth Management
District of Columbia
$2.28K +$434 +7 +25%
ADL
498
Asset Dedication LLC
California
$2K – – –
FWM
499
Focused Wealth Management
New York
$2K – – –
GI
500
Gradient Investments
Minnesota
$2K – – –