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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
601
Commonwealth Bank of Australia
Australia
$32K +$6.21K +55 +24%
AssetMark Inc
602
AssetMark Inc
California
$31K -$145K -1,287 -83%
OIA
603
Optimum Investment Advisors
Illinois
$27K
TL
604
TrueWealth LLC
Georgia
$27K
WWMSC
605
Wagner Wealth Management (South Carolina)
South Carolina
$27K
ADL
606
Asset Dedication LLC
California
$25K +$9.37K +83 +64%
VCM
607
Versant Capital Management
Arizona
$24K
OWA
608
One Wealth Advisors
California
$24K +$1.47K +13 +7%
HR
609
Howe & Rusling
New York
$23K
LNB
610
Ledyard National Bank
$23K
TCM
611
Tradewinds Capital Management
Washington
$23K
CLOS
612
Compagnie Lombard Odier SCmA
Switzerland
$23K +$22.6K +200 New
FPB
613
First PREMIER Bank
South Dakota
$22K
KJWM
614
Kiley Juergens Wealth Management
Washington
$22K +$22K +195 New
Qube Research & Technologies (QRT)
615
Qube Research & Technologies (QRT)
United Kingdom
$21K +$20.5K +182 New
Rockefeller Capital Management
616
Rockefeller Capital Management
New York
$21K +$20.8K +184 New
SFM
617
Signet Financial Management
New Jersey
$20K -$30.9K -274 -61%
AC
618
Avestar Capital
New York
$19K
IBOK
619
Independence Bank of Kentucky
Kentucky
$19K
IAS
620
IMA Advisory Services
Colorado
$19K +$18.5K +164 New
PA
621
Parallel Advisors
California
$18K
OAJ
622
Ogorek Anthony Joseph
New York
$17K
SIC
623
Salem Investment Counselors
North Carolina
$17K
FPFS
624
First Personal Financial Services
North Carolina
$16K -$10.2K -90 -40%
BFC
625
Bedel Financial Consulting
Indiana
$16K