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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
576
West Oak Capital
California
$102K
YWP
577
YorkBridge Wealth Partners
New York
$102K
TFA
578
Toth Financial Advisory
Virginia
$98K
APC
579
Aspire Private Capital
North Carolina
$98K +$12.2K +101 +15%
PG
580
Pendal Group
Australia
$93K -$2.55M -21,195 -97%
HDIM
581
Hanson & Doremus Investment Management
Vermont
$89K
PCP
582
Proficio Capital Partners
Massachusetts
$88K +$7.59K +63 +10%
JIM
583
Jupiter Investment Management
United Kingdom
$72K -$5.42M -45,048 -99%
LWANC
584
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K
FHA
585
Flagship Harbor Advisors
Massachusetts
$67K +$120 +1 +0.2%
HCM
586
Highlander Capital Management
New Jersey
$64K
LWA
587
Lowe Wealth Advisors
Maryland
$63K
AW
588
Alpha Windward
Massachusetts
$57K +$6.02K +50 +13%
HPC
589
HM Payson & Co
Maine
$57K +$54.2K +450 New
RFA
590
Reilly Financial Advisors
California
$56K
AIS
591
Accurate Investment Solutions
Pennsylvania
$55K
BWM
592
Baystate Wealth Management
Massachusetts
$52K
SF
593
Synovus Financial
Georgia
$52K
1832 Asset Management
594
1832 Asset Management
Ontario, Canada
$51K
DWA
595
Dougherty Wealth Advisers
Minnesota
$51K
ST
596
Smithfield Trust
Pennsylvania
$51K
GAM
597
Gemmer Asset Management
California
$49K -$8.55K -71 -16%
BHWM
598
Bay Harbor Wealth Management
Maryland
$46K +$2.65K +22 +7%
GWS
599
Glassman Wealth Services
Virginia
$45K
PB
600
Pinnacle Bancorp
Nebraska
$45K