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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
601
Mosaic Family Wealth
Missouri
$7K – – –
CFA
602
Carroll Financial Associates
North Carolina
$7K +$4.17K +42 +168%
CGI
603
CI Global Investments
California
$7K +$5.96K +60 New
C
604
Cerebellum
California
$7K +$6.65K +67 New
WTC
605
WhitTier Trust Company
Nevada
$6K – – –
EARNEST Partners
606
EARNEST Partners
Georgia
$5K – – –
HFP
607
Holistic Financial Partners
Indiana
$5K – – –
ME
608
McIlrath & Eck
Washington
$5K – – –
JWA
609
JFS Wealth Advisors
Pennsylvania
$5K +$99 +1 +2%
EFSCE
610
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$2.48K +25 +132%
M
611
MOTCO
Texas
$5K +$4.77K +48 New
OBWP
612
O'Brien Wealth Partners
Massachusetts
$5K +$4.96K +50 New
MRCM
613
M&R Capital Management
New Jersey
$4K – – –
SWP
614
Strategic Wealth Partners
Ohio
$4K – – –
FGC
615
Financial Gravity Companies
Texas
$4K +$3.48K +35 +700%
FGAM
616
Financial Gravity Asset Management
Texas
$4K +$3.97K +40 New
FWM
617
Focused Wealth Management
New York
$3K – – –
PFGIA
618
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
AF
619
Allworth Financial
California
$3K +$2.78K +28 New
LFG
620
LifePlan Financial Group
Ohio
$3K +$2.88K +29 New
SWA
621
Sutton Wealth Advisors
Florida
$2.63K – – –
OFW
622
Omnia Family Wealth
Florida
$2K – – –
MIM
623
Macroview Investment Management
Maryland
$2K +$1.39K +14 New
TC
624
Trilogy Capital
California
$2K +$1.59K +16 New
DWM
625
Destination Wealth Management
California
$2K +$1.69K +17 New