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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
FL
551
Fort LP
Maryland
$120K +$118K +1,044 New
BCWM
552
Bartlett & Co Wealth Management
Ohio
$109K +$84.6K +750 +375%
BC
553
Bartlett & Co
Ohio
$109K +$84.6K +750 +375%
SMFS
554
Squar Milner Financial Services
California
$109K +$107K +945 New
OMCS
555
Old Mutual Customised Solutions
South Africa
$104K
WOC
556
West Oak Capital
California
$104K
WB
557
Webster Bank
Connecticut
$100K
PCM
558
Prelude Capital Management
New York
$97K -$106K -941 -53%
EA
559
Edge Advisors
Georgia
$95K
CAW
560
Cornerstone Advisors (Washington)
Washington
$93K +$339 +3 +0.4%
YWP
561
YorkBridge Wealth Partners
New York
$92K
TFA
562
Toth Financial Advisory
Virginia
$89K
TF
563
Tompkins Financial
New York
$86K
Carson Wealth (CWM LLC)
564
Carson Wealth (CWM LLC)
Nebraska
$82K +$2.26K +20 +3%
LWM
565
Lenox Wealth Management
Ohio
$82K +$16.6K +147 +26%
PCP
566
Proficio Capital Partners
Massachusetts
$81K -$6.21K -55 -7%
HDIM
567
Hanson & Doremus Investment Management
Vermont
$81K
MA
568
MUFG Americas
New York
$80K
WAP
569
Wealthcare Advisory Partners
Pennsylvania
$77K +$113 +1 +0.1%
MIFH
570
Migdal Insurance & Financial Holdings
Israel
$75K +$73.9K +655 New
CAPTRUST Financial Advisors
571
CAPTRUST Financial Advisors
North Carolina
$73K -$113K -1,003 -61%
FHA
572
First Horizon Advisors
Tennessee
$67K -$1.92K -17 -3%
FHA
573
Flagship Harbor Advisors
Massachusetts
$65K +$64.4K +571 New
Bessemer Group
574
Bessemer Group
New Jersey
$62K
BCM
575
Brasada Capital Management
Texas
$62K