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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
626
Salem Investment Counselors
North Carolina
$17K – – –
FPFS
627
First Personal Financial Services
North Carolina
$16K -$10.2K -90 -40%
BFC
628
Bedel Financial Consulting
Indiana
$16K – – –
MWM
629
MinichMacGregor Wealth Management
New York
$16K – – –
TWA
630
TCI Wealth Advisors
Arizona
$16K +$3.05K +27 +24%
SNT
631
Security National Trust
West Virginia
$15K – – –
WT
632
Whittier Trust
California
$15K – – –
FGAM
633
Financial Gravity Asset Management
Texas
$15K +$8.35K +74 +185%
MSE
634
MUFG Securities EMEA
United Kingdom
$15K +$14.9K +132 New
FMP
635
Financial Management Professionals
Texas
$14K – – –
FCB
636
First Command Bank
Texas
$14K – – –
FCFS
637
First Command Financial Services
Texas
$14K – – –
AWM
638
Aevitas Wealth Management
Massachusetts
$13K – – –
GRP
639
Global Retirement Partners
California
$12K -$8.46K -75 -42%
CHC
640
City Holding Co
West Virginia
$12K – – –
EWM
641
Endurance Wealth Management
Rhode Island
$12K – – –
GBBWRPM
642
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K – – –
WTB
643
Washington Trust Bank
Washington
$12K – – –
CIA
644
CSat Investment Advisory
Michigan
$12K +$11.6K +103 New
CTB
645
Country Trust Bank
Illinois
$11K +$11.2K +99 New
RWA
646
River Wealth Advisors
Pennsylvania
$11K +$11.2K +99 New
CIBC Private Wealth Group
647
CIBC Private Wealth Group
Georgia
$10K -$22.6K -200 -70%
CA
648
Centerpoint Advisors
Massachusetts
$10K +$9.37K +83 New
Parallax Volatility Advisers
649
Parallax Volatility Advisers
California
$10K +$10.2K +90 New
GSC
650
G&S Capital
Colorado
$9K – – –