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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
501
Wealthcare Advisory Partners
Pennsylvania
$60K +$58.2K +667 New
OFS
502
Orrstown Financial Services
Pennsylvania
$57K
FHA
503
First Horizon Advisors
Tennessee
$56K +$436 +5 +0.8%
BCM
504
Brasada Capital Management
Texas
$49K +$47K +539 New
IWP
505
Icon Wealth Partners
Texas
$48K +$46.6K +534 New
AW
506
Alpha Windward
Massachusetts
$45K
Bessemer Group
507
Bessemer Group
New Jersey
$45K
WA
508
Waverly Advisors
Alabama
$45K +$43.6K +500 New
LWA
509
Lowe Wealth Advisors
Maryland
$44K
Northwestern Mutual Wealth Management
510
Northwestern Mutual Wealth Management
Wisconsin
$42K +$349 +4 +0.9%
LFA
511
Legacy Financial Advisors
Kentucky
$42K +$40.7K +466 New
RFA
512
Reilly Financial Advisors
California
$40K +$9.77K +112 +34%
AIS
513
Accurate Investment Solutions
Pennsylvania
$39K
PA
514
Parallel Advisors
California
$39K
HFM
515
Harvest Fund Management
China
$39K +$38K +435 New
CT
516
CPF Texas
Texas
$38K +$36.5K +418 New
LWM
517
Lenox Wealth Management
Ohio
$37K -$17.6K -202 -33%
GBT
518
Grove Bank & Trust
Florida
$37K -$2.62K -30 -7%
NCM
519
New Capital Management
Texas
$34K
AWM
520
AllSquare Wealth Management
New York
$32K -$1.48K -17 -5%
GWS
521
Glassman Wealth Services
Virginia
$32K
FPFS
522
First Personal Financial Services
North Carolina
$31K +$13.5K +155 +84%
MSA
523
Marino Stram & Associates
Massachusetts
$31K +$29.8K +341 New
GWM
524
Geneos Wealth Management
Colorado
$30K -$4.8K -55 -14%
HWP
525
Hefty Wealth Partners
Indiana
$29K