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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
476
Lazard Asset Management
New York
$10K
BWA
477
Burt Wealth Advisors
Maryland
$9K
MWM
478
MinichMacGregor Wealth Management
New York
$9K
WT
479
Whittier Trust
California
$9K
SNT
480
Security National Trust
West Virginia
$8K
CFA
481
Carroll Financial Associates
North Carolina
$8K +$1.55K +25 +25%
EWM
482
Endurance Wealth Management
Rhode Island
$7K
TWA
483
TCI Wealth Advisors
Arizona
$7K
CWM
484
Catamount Wealth Management
Connecticut
$7K +$6.2K +100 New
CG
485
Cutler Group
California
$7K +$6.94K +112 New
AWMS
486
Advocacy Wealth Management Services
Georgia
$6K -$29.3K -473 -84%
GBBWRPM
487
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K
FIB
488
First Interstate Bank
Montana
$5K
QAM
489
QCI Asset Management
New York
$5K
MFW
490
Mosaic Family Wealth
Missouri
$5K +$124 +2 +3%
WTB
491
Washington Trust Bank
Washington
$5K +$3.59K +58 +483%
WTC
492
WhitTier Trust Company
Nevada
$4K
OFS
493
Orrstown Financial Services
Pennsylvania
$3K +$2.48K +40 New
CHC
494
City Holding Co
West Virginia
$3K +$2.97K +48 New
RWM
495
Raffa Wealth Management
District of Columbia
$2.28K +$434 +7 +25%
ADL
496
Asset Dedication LLC
California
$2K
FWM
497
Focused Wealth Management
New York
$2K
GI
498
Gradient Investments
Minnesota
$2K
WA
499
WFG Advisors
Texas
$2K
VIA
500
Vantage Investment Advisors
Pennsylvania
$2K +$1.86K +30 New