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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
576
Global Retirement Partners
California
$20K – – –
AC
577
Avestar Capital
New York
$18K – – –
IBOK
578
Independence Bank of Kentucky
Kentucky
$18K +$9.43K +95 +136%
PA
579
Parallel Advisors
California
$17K -$27.6K -278 -64%
MWM
580
MinichMacGregor Wealth Management
New York
$16K – – –
OAJ
581
Ogorek Anthony Joseph
New York
$16K – – –
SIC
582
Salem Investment Counselors
North Carolina
$16K – – –
WT
583
Whittier Trust
California
$15K – – –
BFC
584
Bedel Financial Consulting
Indiana
$15K +$13.5K +136 New
FMP
585
Financial Management Professionals
Texas
$14K – – –
SNT
586
Security National Trust
West Virginia
$14K – – –
ADL
587
Asset Dedication LLC
California
$14K +$9.93K +100 +345%
AWM
588
Aevitas Wealth Management
Massachusetts
$13K – – –
FCFS
589
First Command Financial Services
Texas
$13K – – –
FCB
590
First Command Bank
Texas
$12.9K – – –
CHC
591
City Holding Co
West Virginia
$12K – – –
GBBWRPM
592
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K – – –
MOS
593
MGO One Seven
Ohio
$12K – – –
TWA
594
TCI Wealth Advisors
Arizona
$12K – – –
EWM
595
Endurance Wealth Management
Rhode Island
$11K – – –
WTB
596
Washington Trust Bank
Washington
$11K – – –
WEC
597
Winslow Evans & Crocker
Massachusetts
$11K – – –
GSC
598
G&S Capital
Colorado
$9K – – –
PCA
599
Providence Capital Advisors
North Carolina
$9K – – –
LWA
600
Lenox Wealth Advisors
New York
$9K +$7.94K +80 New