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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
601
Carroll Financial Associates
North Carolina
$7K +$4.17K +42 +168%
CGI
602
CI Global Investments
California
$7K +$5.96K +60 New
C
603
Cerebellum
California
$7K +$6.65K +67 New
WTC
604
WhitTier Trust Company
Nevada
$6K
EARNEST Partners
605
EARNEST Partners
Georgia
$5K
HFP
606
Holistic Financial Partners
Indiana
$5K
ME
607
McIlrath & Eck
Washington
$5K
JWA
608
JFS Wealth Advisors
Pennsylvania
$5K +$99 +1 +2%
EFSCE
609
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$2.48K +25 +132%
M
610
MOTCO
Texas
$5K +$4.77K +48 New
OBWP
611
O'Brien Wealth Partners
Massachusetts
$5K +$4.96K +50 New
MRCM
612
M&R Capital Management
New Jersey
$4K
SWP
613
Strategic Wealth Partners
Ohio
$4K
FGC
614
Financial Gravity Companies
Texas
$4K +$3.48K +35 +700%
FGAM
615
Financial Gravity Asset Management
Texas
$4K +$3.97K +40 New
FWM
616
Focused Wealth Management
New York
$3K
PFGIA
617
Patriot Financial Group Insurance Agency
Massachusetts
$3K
AF
618
Allworth Financial
California
$3K +$2.78K +28 New
LFG
619
LifePlan Financial Group
Ohio
$3K +$2.88K +29 New
SWA
620
Sutton Wealth Advisors
Florida
$2.63K
OFW
621
Omnia Family Wealth
Florida
$2K
MIM
622
Macroview Investment Management
Maryland
$2K +$1.39K +14 New
TC
623
Trilogy Capital
California
$2K +$1.59K +16 New
DWM
624
Destination Wealth Management
California
$2K +$1.69K +17 New
RWM
625
Raffa Wealth Management
District of Columbia
$1.21K +$1.09K +11 New