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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
551
Global Retirement Partners
California
$16K
CA
552
Calton & Associates
Florida
$16K +$14.5K +166 New
AC
553
Avestar Capital
New York
$15K +$14.5K +166 New
SIC
554
Salem Investment Counselors
North Carolina
$14K
MWM
555
MinichMacGregor Wealth Management
New York
$13K
OAJ
556
Ogorek Anthony Joseph
New York
$13K +$13.3K +152 New
SNT
557
Security National Trust
West Virginia
$12K
WT
558
Whittier Trust
California
$12K
FCB
559
First Command Bank
Texas
$11K
FCFS
560
First Command Financial Services
Texas
$11K
GBBWRPM
561
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K
FMP
562
Financial Management Professionals
Texas
$11K +$2.09K +24 +24%
AWM
563
Aevitas Wealth Management
Massachusetts
$11K +$10.1K +116 New
CHC
564
City Holding Co
West Virginia
$10K
TWA
565
TCI Wealth Advisors
Arizona
$10K
MOS
566
MGO One Seven
Ohio
$10K +$9.69K +111 New
WEC
567
Winslow Evans & Crocker
Massachusetts
$9.06K
EWM
568
Endurance Wealth Management
Rhode Island
$9K
WTB
569
Washington Trust Bank
Washington
$9K
PGWM
570
Parisi Gray Wealth Management
New Jersey
$9K +$8.29K +95 New
FIB
571
First Interstate Bank
Montana
$7K
ZB
572
Zions Bancorporation
Utah
$7K
PCA
573
Providence Capital Advisors
North Carolina
$7K +$6.89K +79 New
GSC
574
G&S Capital
Colorado
$7K +$7.07K +81 New
CCM
575
Cribstone Capital Management
Maine
$6K