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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
601
Commonwealth Bank of Australia
Australia
$45K +$9.15K +76 +25%
CIA
602
CSat Investment Advisory
Michigan
$45K +$11.1K +92 +36%
ZB
603
Zions Bancorporation
Utah
$43K -$5.9K -49 -13%
GLI
604
Guardian Life Insurance
New York
$42K
GWM
605
Geneos Wealth Management
Colorado
$42K +$120 +1 +0.3%
CFA
606
Camarda Financial Advisors
Florida
$38K
RBC
607
Roble Belko & Company
Pennsylvania
$38K +$120 +1 +0.3%
BL
608
Balentine LLC
Georgia
$38K +$361 +3 +1%
Fuller & Thaler Asset Management
609
Fuller & Thaler Asset Management
California
$36K
PFO
610
Pathstone Family Office
New Jersey
$35K +$6.02K +50 +22%
OIA
611
Optimum Investment Advisors
Illinois
$30K
TL
612
TrueWealth LLC
Georgia
$30K +$120 +1 +0.4%
TF
613
Tompkins Financial
New York
$29K -$26.5K -220 -49%
OFS
614
Orrstown Financial Services
Pennsylvania
$29K
HR
615
Howe & Rusling
New York
$29K +$27.7K +230 New
HGWM
616
Harvest Group Wealth Management
Massachusetts
$28K +$17.2K +143 +183%
MCM
617
MV Capital Management
Maryland
$27K -$3.49K -29 -12%
BC
618
Bartlett & Co
Ohio
$26K
TCM
619
Tradewinds Capital Management
Washington
$26K
BCWM
620
Bartlett & Co Wealth Management
Ohio
$25.6K
BCA
621
Berman Capital Advisors
Georgia
$25K
FPB
622
First PREMIER Bank
South Dakota
$25K
KFA
623
Krane Funds Advisors
New York
$24K +$22.9K +190 New
WT
624
Whittier Trust
California
$23K +$5.54K +46 +35%
TF
625
TimeScale Financial
Massachusetts
$23K +$21.7K +180 New