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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
476
Endurance Wealth Management
Rhode Island
$7K – – –
FAM
477
Fred Alger Management
New York
$7K – – –
AWMS
478
Advocacy Wealth Management Services
Georgia
$6K – – –
FMP
479
Financial Management Professionals
Texas
$6K – – –
VCM
480
Vigilant Capital Management
Maine
$5K -$12.5K -184 -71%
FIB
481
First Interstate Bank
Montana
$5K – – –
SPIA
482
Steward Partners Investment Advisory
New York
$5K +$5.97K +88 New
MFW
483
Mosaic Family Wealth
Missouri
$4K – – –
WTC
484
WhitTier Trust Company
Nevada
$4K – – –
PG
485
Patten Group
Tennessee
$4K +$4.14K +61 New
CCM
486
Cribstone Capital Management
Maine
$4K +$4.41K +65 New
CHC
487
City Holding Co
West Virginia
$3K – – –
WA
488
WFG Advisors
Texas
$2K -$5.83K -86 -73%
ADL
489
Asset Dedication LLC
California
$2K – – –
FWM
490
Focused Wealth Management
New York
$2K – – –
MRCM
491
M&R Capital Management
New Jersey
$2K – – –
OFW
492
Omnia Family Wealth
Florida
$2K – – –
PFGIA
493
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
VCM
494
Versant Capital Management
Arizona
$2K – – –
FDCDDQ
495
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.7K +$1.7K +25 New
RWM
496
Raffa Wealth Management
District of Columbia
$1.63K -$746 -11 -31%
SWA
497
Sutton Wealth Advisors
Florida
$1.63K – – –
Lazard Asset Management
498
Lazard Asset Management
New York
$1K -$4.85M -71,468 -100%
KKAMG
499
Kernodle & Katon Asset Management Group
Arkansas
$1K +$746 +11 New
CIM
500
Calvert Investment Management
Maryland
– -$6.93M -104,595 Closed