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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
551
Quadrant Capital Group
Ohio
$126K – – –
BWM
552
Baystate Wealth Management
Massachusetts
$126K +$339 +3 +0.3%
FL
553
Fort LP
Maryland
$120K +$118K +1,044 New
BCWM
554
Bartlett & Co Wealth Management
Ohio
$109K +$84.6K +750 +375%
BC
555
Bartlett & Co
Ohio
$109K +$84.6K +750 +375%
SMFS
556
Squar Milner Financial Services
California
$109K +$107K +945 New
EMG
557
ETF Managers Group
New Jersey
$106K -$14K -124 -12%
OMCS
558
Old Mutual Customised Solutions
South Africa
$104K – – –
WOC
559
West Oak Capital
California
$104K – – –
WB
560
Webster Bank
Connecticut
$100K – – –
PCM
561
Prelude Capital Management
New York
$97K -$106K -941 -53%
EA
562
Edge Advisors
Georgia
$95K – – –
CAW
563
Cornerstone Advisors (Washington)
Washington
$93K +$339 +3 +0.4%
YWP
564
YorkBridge Wealth Partners
New York
$92K – – –
TFA
565
Toth Financial Advisory
Virginia
$89K – – –
TF
566
Tompkins Financial
New York
$86K – – –
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$82K +$2.26K +20 +3%
LWM
568
Lenox Wealth Management
Ohio
$82K +$16.6K +147 +26%
PCP
569
Proficio Capital Partners
Massachusetts
$81K -$6.21K -55 -7%
HDIM
570
Hanson & Doremus Investment Management
Vermont
$81K – – –
MA
571
MUFG Americas
New York
$80K – – –
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$77K +$113 +1 +0.1%
MIFH
573
Migdal Insurance & Financial Holdings
Israel
$75K +$73.9K +655 New
CAPTRUST Financial Advisors
574
CAPTRUST Financial Advisors
North Carolina
$73K -$113K -1,003 -61%
FHA
575
First Horizon Advisors
Tennessee
$67K -$1.92K -17 -3%