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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
MinichMacGregor Wealth Management
New York
$9K
SNT
477
Security National Trust
West Virginia
$9K
WA
478
WealthTrust-Arizona
Arizona
$9K
WT
479
Whittier Trust
California
$9K
BIG
480
Bellwether Investment Group
Tennessee
$9K +$9.3K +143 New
CFA
481
Carroll Financial Associates
North Carolina
$8K
OFS
482
Orrstown Financial Services
Pennsylvania
$8K
WA
483
WFG Advisors
Texas
$8K +$5.59K +86 +269%
TWA
484
TCI Wealth Advisors
Arizona
$7K -$1.89K -29 -20%
CWM
485
Catamount Wealth Management
Connecticut
$7K
EWM
486
Endurance Wealth Management
Rhode Island
$7K
FAM
487
Fred Alger Management
New York
$7K
GBBWRPM
488
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K
AWMS
489
Advocacy Wealth Management Services
Georgia
$6K
FMP
490
Financial Management Professionals
Texas
$6K
NFG
491
Next Financial Group
Texas
$6K
PA
492
Parallel Advisors
California
$6K +$5.72K +88 New
FIB
493
First Interstate Bank
Montana
$5K
QAM
494
QCI Asset Management
New York
$5K
WTC
495
WhitTier Trust Company
Nevada
$4K
MFW
496
Mosaic Family Wealth
Missouri
$4K +$65 +1 +2%
MFS
497
MSI Financial Services
Massachusetts
$3K -$50.3K -774 -95%
CHC
498
City Holding Co
West Virginia
$3K
EARNEST Partners
499
EARNEST Partners
Georgia
$3K +$2.99K +46 New
RWM
500
Raffa Wealth Management
District of Columbia
$2.32K