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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
526
Hanson & Doremus Investment Management
Vermont
$77K – – –
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
WAP
528
Wealthcare Advisory Partners
Pennsylvania
$73K – – –
FHA
529
First Horizon Advisors
Tennessee
$65K -$993 -10 -2%
LWM
530
Lenox Wealth Management
Ohio
$61K +$15.1K +152 +37%
S
531
SignatureFD
Georgia
$61K +$54.9K +553 New
BCM
532
Brasada Capital Management
Texas
$59K – – –
Bessemer Group
533
Bessemer Group
New Jersey
$59K +$4.07K +41 +8%
SF
534
Synovus Financial
Georgia
$58K +$51.9K +523 New
RWP
535
RWA Wealth Partners
Massachusetts
$58K +$52.2K +526 New
LWA
536
Lowe Wealth Advisors
Maryland
$54K – – –
AW
537
Alpha Windward
Massachusetts
$53K -$1.39K -14 -3%
FAM
538
Fred Alger Management
New York
$52K +$28.4K +286 +155%
HCM
539
Highlander Capital Management
New Jersey
$52K +$49.6K +500 New
LFA
540
Legacy Financial Advisors
Kentucky
$50K – – –
SFM
541
Signet Financial Management
New Jersey
$49K +$44.6K +449 New
RFA
542
Reilly Financial Advisors
California
$48K – – –
APP
543
Avantax Planning Partners
Iowa
$48K +$43.5K +438 New
AIS
544
Accurate Investment Solutions
Pennsylvania
$47K – – –
HFM
545
Harvest Fund Management
China
$47K – – –
CT
546
CPF Texas
Texas
$46K – – –
Northwestern Mutual Wealth Management
547
Northwestern Mutual Wealth Management
Wisconsin
$45K -$5.26K -53 -11%
FCAG
548
First Capital Advisors Group
New Jersey
$45K +$40.9K +412 New
OFS
549
Orrstown Financial Services
Pennsylvania
$39K -$27.2K -274 -43%
GWS
550
Glassman Wealth Services
Virginia
$38K – – –