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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$76K
WAP
527
Wealthcare Advisory Partners
Pennsylvania
$73K
FHA
528
First Horizon Advisors
Tennessee
$65K -$993 -10 -2%
LWM
529
Lenox Wealth Management
Ohio
$61K +$15.1K +152 +37%
S
530
SignatureFD
Georgia
$61K +$54.9K +553 New
BCM
531
Brasada Capital Management
Texas
$59K
Bessemer Group
532
Bessemer Group
New Jersey
$59K +$4.07K +41 +8%
SF
533
Synovus Financial
Georgia
$58K +$51.9K +523 New
RWP
534
RWA Wealth Partners
Massachusetts
$58K +$52.2K +526 New
LWA
535
Lowe Wealth Advisors
Maryland
$54K
AW
536
Alpha Windward
Massachusetts
$53K -$1.39K -14 -3%
FAM
537
Fred Alger Management
New York
$52K +$28.4K +286 +155%
HCM
538
Highlander Capital Management
New Jersey
$52K +$49.6K +500 New
LFA
539
Legacy Financial Advisors
Kentucky
$50K
SFM
540
Signet Financial Management
New Jersey
$49K +$44.6K +449 New
RFA
541
Reilly Financial Advisors
California
$48K
APP
542
Avantax Planning Partners
Iowa
$48K +$43.5K +438 New
AIS
543
Accurate Investment Solutions
Pennsylvania
$47K
HFM
544
Harvest Fund Management
China
$47K
CT
545
CPF Texas
Texas
$46K
Northwestern Mutual Wealth Management
546
Northwestern Mutual Wealth Management
Wisconsin
$45K -$5.26K -53 -11%
FCAG
547
First Capital Advisors Group
New Jersey
$45K +$40.9K +412 New
OFS
548
Orrstown Financial Services
Pennsylvania
$39K -$27.2K -274 -43%
GWS
549
Glassman Wealth Services
Virginia
$38K
MSA
550
Marino Stram & Associates
Massachusetts
$38K +$199 +2 +0.6%