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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$31K +$108 +1 +0.3%
MWA
602
Meridian Wealth Advisors
Texas
$30K +$34K +314 New
KA
603
Kaizen Advisory
Illinois
$29K +$1.41K +13 +4%
BL
604
Balentine LLC
Georgia
$28K – – –
CFA
605
Camarda Financial Advisors
Florida
$28K – – –
WF
606
WealthTrust Fairport
Ohio
$28K – – –
CBOA
607
Commonwealth Bank of Australia
Australia
$28K +$1.3K +12 +4%
WT
608
Whittier Trust
California
$28K +$16.9K +156 +117%
BCM
609
Brasada Capital Management
Texas
$25K -$30.6K -283 -53%
SFA
610
Semmax Financial Advisors
North Carolina
$24K +$26.6K +246 New
AssetMark Inc
611
AssetMark Inc
California
$23K – – –
TL
612
TrueWealth LLC
Georgia
$23K +$108 +1 +0.4%
Walleye Trading
613
Walleye Trading
New York
$22K -$619K -5,715 -96%
OIA
614
Optimum Investment Advisors
Illinois
$22K – – –
OFS
615
Orrstown Financial Services
Pennsylvania
$22K – – –
CIA
616
CSat Investment Advisory
Michigan
$22K +$14.7K +136 +142%
BCA
617
Berman Capital Advisors
Georgia
$21K +$23.8K +220 New
BCWM
618
Bartlett & Co Wealth Management
Ohio
$19.3K – – –
BC
619
Bartlett & Co
Ohio
$19K – – –
FPB
620
First PREMIER Bank
South Dakota
$19K – – –
LNB
621
Ledyard National Bank
$19K – – –
TCM
622
Tradewinds Capital Management
Washington
$19K – – –
KCM
623
Karp Capital Management
California
$19K +$21.7K +200 New
FAM
624
Fred Alger Management
New York
$18K – – –
Rockefeller Capital Management
625
Rockefeller Capital Management
New York
$18K – – –