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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AW
601
Alpha Windward
Massachusetts
$65K +$10.7K +92 +22%
HPC
602
HM Payson & Co
Maine
$64K
HCM
603
Highlander Capital Management
New Jersey
$63K
LWA
604
Lowe Wealth Advisors
Maryland
$62K
PB
605
Pinnacle Bancorp
Nebraska
$60K +$13.8K +119 +34%
BCWM
606
Bartlett & Co Wealth Management
Ohio
$57.7K
BC
607
Bartlett & Co
Ohio
$57K
GWM
608
Geneos Wealth Management
Colorado
$56K +$10.2K +88 +24%
CFG
609
Citizens Financial Group
Rhode Island
$55K -$57.7K -498 -53%
RFA
610
Reilly Financial Advisors
California
$55K
AIM
611
Anchor Investment Management
South Carolina
$51.7K
SF
612
Synovus Financial
Georgia
$51K -$32.2K -278 -41%
OPS
613
Orion Portfolio Solutions
Nebraska
$51K -$5.79K -50 -11%
DWA
614
Dougherty Wealth Advisers
Minnesota
$51K
AF
615
Advisornet Financial
Minnesota
$50K
JCM
616
Jacobi Capital Management
Pennsylvania
$48K +$232 +2 +0.5%
BL
617
Balentine LLC
Georgia
$48K +$1.04K +9 +2%
AAP
618
Arax Advisory Partners
Colorado
$46K +$116 +1 +0.3%
AWA
619
Arkadios Wealth Advisors
Georgia
$44.4K +$40.5K +350 New
FMP
620
Financial Management Professionals
Texas
$44K +$40.5K +350 New
IA
621
IndexIQ Advisors
New York
$43K +$34.5K +298 +745%
GWS
622
Glassman Wealth Services
Virginia
$42K -$4.05K -35 -10%
PCM
623
Prelude Capital Management
New York
$41K +$37.4K +323 New
GAM
624
Gemmer Asset Management
California
$39K
CTB
625
Country Trust Bank
Illinois
$38K