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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
551
Marino Stram & Associates
Massachusetts
$38K +$199 +2 +0.6%
GWM
552
Geneos Wealth Management
Colorado
$36K +$99 +1 +0.3%
FC
553
Ferris Capital
Massachusetts
$36K +$33K +332 New
HWP
554
Hefty Wealth Partners
Indiana
$35K – – –
AWM
555
AllSquare Wealth Management
New York
$34K -$4.17K -42 -12%
GAM
556
Gemmer Asset Management
California
$34K – – –
CFA
557
Camarda Financial Advisors
Florida
$32K – – –
IWM
558
IHT Wealth Management
Illinois
$31K – – –
CIBC Private Wealth Group
559
CIBC Private Wealth Group
Georgia
$31K +$497 +5 +2%
TL
560
TrueWealth LLC
Georgia
$26K +$99 +1 +0.4%
WWMSC
561
Wagner Wealth Management (South Carolina)
South Carolina
$26K +$4.87K +49 +26%
OIA
562
Optimum Investment Advisors
Illinois
$26K +$23.1K +233 New
Twin Tree Management
563
Twin Tree Management
Texas
$25K -$953K -9,601 -98%
FPFS
564
First Personal Financial Services
North Carolina
$25K -$11.3K -114 -34%
CBOA
565
Commonwealth Bank of Australia
Australia
$24K – – –
CIP
566
Convergence Investment Partners
Florida
$24K +$21.5K +217 New
VCM
567
Versant Capital Management
Arizona
$23K – – –
BCWM
568
Bartlett & Co Wealth Management
Ohio
$22K +$19.9K +200 New
BC
569
Bartlett & Co
Ohio
$22K -$2.58K -26 -12%
HR
570
Howe & Rusling
New York
$22K – – –
LNB
571
Ledyard National Bank
$22K – – –
TCM
572
Tradewinds Capital Management
Washington
$22K – – –
WF
573
WealthTrust Fairport
Ohio
$22K +$19.9K +200 New
OWA
574
One Wealth Advisors
California
$21K -$1.79K -18 -9%
FPB
575
First PREMIER Bank
South Dakota
$21K – – –