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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$63K +$3.58K +41 +6%
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$60K +$58.2K +667 New
OFS
503
Orrstown Financial Services
Pennsylvania
$57K – – –
FHA
504
First Horizon Advisors
Tennessee
$56K +$436 +5 +0.8%
BCM
505
Brasada Capital Management
Texas
$49K +$47K +539 New
IWP
506
Icon Wealth Partners
Texas
$48K +$46.6K +534 New
AW
507
Alpha Windward
Massachusetts
$45K – – –
Bessemer Group
508
Bessemer Group
New Jersey
$45K – – –
WA
509
Waverly Advisors
Alabama
$45K +$43.6K +500 New
LWA
510
Lowe Wealth Advisors
Maryland
$44K – – –
Northwestern Mutual Wealth Management
511
Northwestern Mutual Wealth Management
Wisconsin
$42K +$349 +4 +0.9%
LFA
512
Legacy Financial Advisors
Kentucky
$42K +$40.7K +466 New
RFA
513
Reilly Financial Advisors
California
$40K +$9.77K +112 +34%
AIS
514
Accurate Investment Solutions
Pennsylvania
$39K – – –
PA
515
Parallel Advisors
California
$39K – – –
HFM
516
Harvest Fund Management
China
$39K +$38K +435 New
CT
517
CPF Texas
Texas
$38K +$36.5K +418 New
LWM
518
Lenox Wealth Management
Ohio
$37K -$17.6K -202 -33%
GBT
519
Grove Bank & Trust
Florida
$37K -$2.62K -30 -7%
NCM
520
New Capital Management
Texas
$34K – – –
AWM
521
AllSquare Wealth Management
New York
$32K -$1.48K -17 -5%
GWS
522
Glassman Wealth Services
Virginia
$32K – – –
FPFS
523
First Personal Financial Services
North Carolina
$31K +$13.5K +155 +84%
MSA
524
Marino Stram & Associates
Massachusetts
$31K +$29.8K +341 New
GWM
525
Geneos Wealth Management
Colorado
$30K -$4.8K -55 -14%