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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
601
Camarda Financial Advisors
Florida
$33K – – –
WF
602
WealthTrust Fairport
Ohio
$33K +$10.2K +90 +45%
AWM
603
AllSquare Wealth Management
New York
$32K -$3.05K -27 -9%
CBOA
604
Commonwealth Bank of Australia
Australia
$32K +$6.21K +55 +24%
AssetMark Inc
605
AssetMark Inc
California
$31K -$145K -1,287 -83%
OIA
606
Optimum Investment Advisors
Illinois
$27K – – –
TL
607
TrueWealth LLC
Georgia
$27K – – –
WWMSC
608
Wagner Wealth Management (South Carolina)
South Carolina
$27K – – –
ADL
609
Asset Dedication LLC
California
$25K +$9.37K +83 +64%
VCM
610
Versant Capital Management
Arizona
$24K – – –
OWA
611
One Wealth Advisors
California
$24K +$1.47K +13 +7%
HR
612
Howe & Rusling
New York
$23K – – –
LNB
613
Ledyard National Bank
$23K – – –
TCM
614
Tradewinds Capital Management
Washington
$23K – – –
CLOS
615
Compagnie Lombard Odier SCmA
Switzerland
$23K +$22.6K +200 New
FPB
616
First PREMIER Bank
South Dakota
$22K – – –
KJWM
617
Kiley Juergens Wealth Management
Washington
$22K +$22K +195 New
Qube Research & Technologies (QRT)
618
Qube Research & Technologies (QRT)
United Kingdom
$21K +$20.5K +182 New
Rockefeller Capital Management
619
Rockefeller Capital Management
New York
$21K +$20.8K +184 New
SFM
620
Signet Financial Management
New Jersey
$20K -$30.9K -274 -61%
AC
621
Avestar Capital
New York
$19K – – –
IBOK
622
Independence Bank of Kentucky
Kentucky
$19K – – –
IAS
623
IMA Advisory Services
Colorado
$19K +$18.5K +164 New
PA
624
Parallel Advisors
California
$18K – – –
OAJ
625
Ogorek Anthony Joseph
New York
$17K – – –