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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
601
CSat Investment Advisory
Michigan
$68K +$6.37K +55 +11%
AW
602
Alpha Windward
Massachusetts
$65K +$10.7K +92 +22%
HM Payson & Co
603
HM Payson & Co
Maine
$64K – – –
HCM
604
Highlander Capital Management
New Jersey
$63K – – –
LWA
605
Lowe Wealth Advisors
Maryland
$62K – – –
PB
606
Pinnacle Bancorp
Nebraska
$60K +$13.8K +119 +34%
Bartlett & Co Wealth Management
607
Bartlett & Co Wealth Management
Ohio
$57.7K – – –
Bartlett & Co
608
Bartlett & Co
Ohio
$57K – – –
Geneos Wealth Management
609
Geneos Wealth Management
Colorado
$56K +$10.2K +88 +24%
Citizens Financial Group
610
Citizens Financial Group
Rhode Island
$55K -$57.7K -498 -53%
RFA
611
Reilly Financial Advisors
California
$55K – – –
AIM
612
Anchor Investment Management
South Carolina
$51.7K – – –
Synovus Financial
613
Synovus Financial
Georgia
$51K -$32.2K -278 -41%
Orion Portfolio Solutions
614
Orion Portfolio Solutions
Nebraska
$51K -$5.79K -50 -11%
DWA
615
Dougherty Wealth Advisers
Minnesota
$51K – – –
AF
616
Advisornet Financial
Minnesota
$50K – – –
JCM
617
Jacobi Capital Management
Pennsylvania
$48K +$232 +2 +0.5%
Balentine LLC
618
Balentine LLC
Georgia
$48K +$1.04K +9 +2%
Arax Advisory Partners
619
Arax Advisory Partners
Colorado
$46K +$116 +1 +0.3%
Arkadios Wealth Advisors
620
Arkadios Wealth Advisors
Georgia
$44.4K +$40.5K +350 New
FMP
621
Financial Management Professionals
Texas
$44K +$40.5K +350 New
IndexIQ Advisors
622
IndexIQ Advisors
New York
$43K +$34.5K +298 +745%
GWS
623
Glassman Wealth Services
Virginia
$42K -$4.05K -35 -10%
PCM
624
Prelude Capital Management
New York
$41K +$37.4K +323 New
GAM
625
Gemmer Asset Management
California
$39K – – –