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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
576
RWA Wealth Partners
Massachusetts
$61K
SF
577
Synovus Financial
Georgia
$60K
HCM
578
Highlander Capital Management
New Jersey
$58K
LWA
579
Lowe Wealth Advisors
Maryland
$57K
LFA
580
Legacy Financial Advisors
Kentucky
$55K
FAM
581
Fred Alger Management
New York
$54K
IWP
582
Icon Wealth Partners
Texas
$51K +$49.8K +441 New
HFM
583
Harvest Fund Management
China
$50K
RFA
584
Reilly Financial Advisors
California
$50K
AIS
585
Accurate Investment Solutions
Pennsylvania
$49K
CT
586
CPF Texas
Texas
$48K
Northwestern Mutual Wealth Management
587
Northwestern Mutual Wealth Management
Wisconsin
$47K -$1.13K -10 -2%
AW
588
Alpha Windward
Massachusetts
$43K -$12.6K -112 -23%
GWS
589
Glassman Wealth Services
Virginia
$40K
MSA
590
Marino Stram & Associates
Massachusetts
$40K +$113 +1 +0.3%
FC
591
Ferris Capital
Massachusetts
$38K
GWM
592
Geneos Wealth Management
Colorado
$38K
SLF
593
Sun Life Financial
Ontario, Canada
$37K +$36K +319 New
GLI
594
Guardian Life Insurance
New York
$37K +$36.7K +325 New
GAM
595
Gemmer Asset Management
California
$35K
KA
596
Kaizen Advisory
Illinois
$34K +$33.1K +293 New
OFS
597
Orrstown Financial Services
Pennsylvania
$33K -$7.9K -70 -20%
CFA
598
Camarda Financial Advisors
Florida
$33K
WF
599
WealthTrust Fairport
Ohio
$33K +$10.2K +90 +45%
AWM
600
AllSquare Wealth Management
New York
$32K -$3.05K -27 -9%