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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
601
Marino Stram & Associates
Massachusetts
$36K +$201 +2 +0.6%
BHWM
602
Bay Harbor Wealth Management
Maryland
$35K
GWM
603
Geneos Wealth Management
Colorado
$34K
GLI
604
Guardian Life Insurance
New York
$34K
PWM
605
PRW Wealth Management
Massachusetts
$33K +$31.4K +313 New
BL
606
Balentine LLC
Georgia
$31K
CFA
607
Camarda Financial Advisors
Florida
$31K +$903 +9 +3%
CAM
608
Cresset Asset Management
Illinois
$31K +$23K +229 +352%
CBOA
609
Commonwealth Bank of Australia
Australia
$30K
WF
610
WealthTrust Fairport
Ohio
$30K
RBC
611
Roble Belko & Company
Pennsylvania
$30K +$29.5K +294 New
Fuller & Thaler Asset Management
612
Fuller & Thaler Asset Management
California
$29K -$6.42K -64 -19%
CIA
613
CSat Investment Advisory
Michigan
$27K +$2.41K +24 +10%
TL
614
TrueWealth LLC
Georgia
$25K
MCM
615
MV Capital Management
Maryland
$25K +$6.72K +67 +39%
OIA
616
Optimum Investment Advisors
Illinois
$24K
OFS
617
Orrstown Financial Services
Pennsylvania
$24K
Parallax Volatility Advisers
618
Parallax Volatility Advisers
California
$24K +$23.2K +231 New
PFO
619
Pathstone Family Office
New Jersey
$23K +$22.6K +225 New
BC
620
Bartlett & Co
Ohio
$21K
TCM
621
Tradewinds Capital Management
Washington
$21K
BCWM
622
Bartlett & Co Wealth Management
Ohio
$20.8K
SLF
623
Sun Life Financial
Ontario, Canada
$20K -$12.4K -124 -39%
BCA
624
Berman Capital Advisors
Georgia
$20K -$1.81K -18 -8%
FPB
625
First PREMIER Bank
South Dakota
$20K