BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LS
551
Livforsakringsbolaget Skandia
Sweden
$96K – – –
LC
552
Lindbrook Capital
California
$96K +$109K +1,007 New
MAM
553
Meeder Asset Management
Ohio
$90K -$390K -3,606 -79%
LWM
554
Lenox Wealth Management
Ohio
$90K +$3.46K +32 +4%
S
555
SignatureFD
Georgia
$86K -$23.5K -217 -20%
WB
556
Webster Bank
Connecticut
$81K +$13.9K +128 +18%
HFM
557
Harvest Fund Management
China
$80K -$795K -7,339 -90%
MCM
558
McKinley Capital Management
Alaska
$80K -$121K -1,116 -57%
QT
559
Quantamental Technologies
New York
$79K +$88.9K +821 New
HIIFS
560
Harel Insurance Investments & Financial Services
Israel
$77K -$19.3K -178 -18%
WOC
561
West Oak Capital
California
$77K -$10.8K -100 -11%
CAW
562
Cornerstone Advisors (Washington)
Washington
$77K -$4.87K -45 -5%
YWP
563
YorkBridge Wealth Partners
New York
$77K – – –
TFA
564
Toth Financial Advisory
Virginia
$74K – – –
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$71K +$5.31K +49 +7%
PCG
566
Private Capital Group
Connecticut
$70K -$6.71K -62 -8%
HDIM
567
Hanson & Doremus Investment Management
Vermont
$67K – – –
MA
568
MUFG Americas
New York
$67K – – –
SF
569
Synovus Financial
Georgia
$65K -$26.3K -243 -26%
APC
570
Aspire Private Capital
North Carolina
$65K +$73.5K +679 New
FHA
571
Flagship Harbor Advisors
Massachusetts
$60K +$108 +1 +0.2%
FHA
572
First Horizon Advisors
Tennessee
$60K +$4.98K +46 +8%
PCP
573
Proficio Capital Partners
Massachusetts
$58K -$3.36K -31 -5%
CAPTRUST Financial Advisors
574
CAPTRUST Financial Advisors
North Carolina
$56K -$2.38K -22 -4%
LWANC
575
Laurel Wealth Advisors (North Carolina)
North Carolina
$52K +$58.8K +543 New