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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
601
Camarda Financial Advisors
Florida
$28K
WF
602
WealthTrust Fairport
Ohio
$28K
CBOA
603
Commonwealth Bank of Australia
Australia
$28K +$1.3K +12 +4%
WT
604
Whittier Trust
California
$28K +$16.9K +156 +117%
BCM
605
Brasada Capital Management
Texas
$25K -$30.6K -283 -53%
SFA
606
Semmax Financial Advisors
North Carolina
$24K +$26.6K +246 New
AssetMark Inc
607
AssetMark Inc
California
$23K
TL
608
TrueWealth LLC
Georgia
$23K +$108 +1 +0.4%
Walleye Trading
609
Walleye Trading
New York
$22K -$619K -5,715 -96%
OIA
610
Optimum Investment Advisors
Illinois
$22K
OFS
611
Orrstown Financial Services
Pennsylvania
$22K
CIA
612
CSat Investment Advisory
Michigan
$22K +$14.7K +136 +142%
BCA
613
Berman Capital Advisors
Georgia
$21K +$23.8K +220 New
BCWM
614
Bartlett & Co Wealth Management
Ohio
$19.3K
BC
615
Bartlett & Co
Ohio
$19K
FPB
616
First PREMIER Bank
South Dakota
$19K
LNB
617
Ledyard National Bank
$19K
TCM
618
Tradewinds Capital Management
Washington
$19K
KCM
619
Karp Capital Management
California
$19K +$21.7K +200 New
FAM
620
Fred Alger Management
New York
$18K
Rockefeller Capital Management
621
Rockefeller Capital Management
New York
$18K
FGC
622
Financial Gravity Companies
Texas
$18K +$19.1K +176 New
AIL
623
AGF Investments LLC
Ontario, Canada
$17K -$789K -7,285 -98%
MCM
624
MV Capital Management
Maryland
$17K -$4.12K -38 -18%
IAS
625
IMA Advisory Services
Colorado
$16K