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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
551
Kiley Juergens Wealth Management
Washington
$17K +$17K +195 New
CG
552
Cutler Group
California
$16K -$8.72K -100 -36%
GRP
553
Global Retirement Partners
California
$16K – – –
CA
554
Calton & Associates
Florida
$16K +$14.5K +166 New
AC
555
Avestar Capital
New York
$15K +$14.5K +166 New
SIC
556
Salem Investment Counselors
North Carolina
$14K – – –
MWM
557
MinichMacGregor Wealth Management
New York
$13K – – –
OAJ
558
Ogorek Anthony Joseph
New York
$13K +$13.3K +152 New
SNT
559
Security National Trust
West Virginia
$12K – – –
WT
560
Whittier Trust
California
$12K – – –
FCB
561
First Command Bank
Texas
$11K – – –
FCFS
562
First Command Financial Services
Texas
$11K – – –
GBBWRPM
563
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K – – –
FMP
564
Financial Management Professionals
Texas
$11K +$2.09K +24 +24%
AWM
565
Aevitas Wealth Management
Massachusetts
$11K +$10.1K +116 New
CHC
566
City Holding Co
West Virginia
$10K – – –
TWA
567
TCI Wealth Advisors
Arizona
$10K – – –
MOS
568
MGO One Seven
Ohio
$10K +$9.69K +111 New
WEC
569
Winslow Evans & Crocker
Massachusetts
$9.06K – – –
EWM
570
Endurance Wealth Management
Rhode Island
$9K – – –
WTB
571
Washington Trust Bank
Washington
$9K – – –
PGWM
572
Parisi Gray Wealth Management
New Jersey
$9K +$8.29K +95 New
FIB
573
First Interstate Bank
Montana
$7K – – –
ZB
574
Zions Bancorporation
Utah
$7K – – –
PCA
575
Providence Capital Advisors
North Carolina
$7K +$6.89K +79 New