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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
APC
576
Aspire Private Capital
North Carolina
$69K -$1.1K -11 -2%
PCG
577
Private Capital Group
Connecticut
$67K -$8.03K -80 -11%
PCP
578
Proficio Capital Partners
Massachusetts
$65K +$1.91K +19 +3%
LWANC
579
Laurel Wealth Advisors (North Carolina)
North Carolina
$56K – – –
FHA
580
Flagship Harbor Advisors
Massachusetts
$55K -$9.83K -98 -16%
IA
581
IFP Advisors
Florida
$54K -$131K -1,303 -71%
HCM
582
Highlander Capital Management
New Jersey
$52K – – –
LWA
583
Lowe Wealth Advisors
Maryland
$50K – – –
BWM
584
Baystate Wealth Management
Massachusetts
$47K -$67.6K -674 -63%
FHA
585
First Horizon Advisors
Tennessee
$47K -$17.3K -172 -27%
TF
586
Tompkins Financial
New York
$47K – – –
GAM
587
Gemmer Asset Management
California
$47K +$201 +2 +0.4%
RFA
588
Reilly Financial Advisors
California
$45K – – –
Rockefeller Capital Management
589
Rockefeller Capital Management
New York
$45K +$25.5K +254 +138%
AIS
590
Accurate Investment Solutions
Pennsylvania
$44K – – –
SF
591
Synovus Financial
Georgia
$42K -$28.1K -280 -41%
DWA
592
Dougherty Wealth Advisers
Minnesota
$42K – – –
1832 Asset Management
593
1832 Asset Management
Ontario, Canada
$41K – – –
ST
594
Smithfield Trust
Pennsylvania
$41K – – –
FGAM
595
Financial Gravity Asset Management
Texas
$41K +$39.2K +391 New
ZB
596
Zions Bancorporation
Utah
$40K -$301 -3 -0.8%
LFA
597
Legacy Financial Advisors
Kentucky
$40K – – –
AW
598
Alpha Windward
Massachusetts
$39K – – –
IWP
599
Icon Wealth Partners
Texas
$39K +$37.4K +373 New
PB
600
Pinnacle Bancorp
Nebraska
$37K – – –