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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
601
Glassman Wealth Services
Virginia
$45K – – –
PB
602
Pinnacle Bancorp
Nebraska
$45K – – –
CBOA
603
Commonwealth Bank of Australia
Australia
$45K +$9.15K +76 +25%
CIA
604
CSat Investment Advisory
Michigan
$45K +$11.1K +92 +36%
ZB
605
Zions Bancorporation
Utah
$43K -$5.9K -49 -13%
GLI
606
Guardian Life Insurance
New York
$42K – – –
GWM
607
Geneos Wealth Management
Colorado
$42K +$120 +1 +0.3%
CFA
608
Camarda Financial Advisors
Florida
$38K – – –
RBC
609
Roble Belko & Company
Pennsylvania
$38K +$120 +1 +0.3%
BL
610
Balentine LLC
Georgia
$38K +$361 +3 +1%
Fuller & Thaler Asset Management
611
Fuller & Thaler Asset Management
California
$36K – – –
PFO
612
Pathstone Family Office
New Jersey
$35K +$6.02K +50 +22%
OIA
613
Optimum Investment Advisors
Illinois
$30K – – –
TL
614
TrueWealth LLC
Georgia
$30K +$120 +1 +0.4%
TF
615
Tompkins Financial
New York
$29K -$26.5K -220 -49%
OFS
616
Orrstown Financial Services
Pennsylvania
$29K – – –
HR
617
Howe & Rusling
New York
$29K +$27.7K +230 New
HGWM
618
Harvest Group Wealth Management
Massachusetts
$28K +$17.2K +143 +183%
MCM
619
MV Capital Management
Maryland
$27K -$3.49K -29 -12%
BC
620
Bartlett & Co
Ohio
$26K – – –
TCM
621
Tradewinds Capital Management
Washington
$26K – – –
BCWM
622
Bartlett & Co Wealth Management
Ohio
$25.6K – – –
BCA
623
Berman Capital Advisors
Georgia
$25K – – –
FPB
624
First PREMIER Bank
South Dakota
$25K – – –
KFA
625
Krane Funds Advisors
New York
$24K +$22.9K +190 New