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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
626
MinichMacGregor Wealth Management
New York
$16K
TWA
627
TCI Wealth Advisors
Arizona
$16K +$3.05K +27 +24%
SNT
628
Security National Trust
West Virginia
$15K
WT
629
Whittier Trust
California
$15K
FGAM
630
Financial Gravity Asset Management
Texas
$15K +$8.35K +74 +185%
MSE
631
MUFG Securities EMEA
United Kingdom
$15K +$14.9K +132 New
FMP
632
Financial Management Professionals
Texas
$14K
FCB
633
First Command Bank
Texas
$14K
FCFS
634
First Command Financial Services
Texas
$14K
AWM
635
Aevitas Wealth Management
Massachusetts
$13K
GRP
636
Global Retirement Partners
California
$12K -$8.46K -75 -42%
CHC
637
City Holding Co
West Virginia
$12K
EWM
638
Endurance Wealth Management
Rhode Island
$12K
GBBWRPM
639
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K
WTB
640
Washington Trust Bank
Washington
$12K
CIA
641
CSat Investment Advisory
Michigan
$12K +$11.6K +103 New
CTB
642
Country Trust Bank
Illinois
$11K +$11.2K +99 New
RWA
643
River Wealth Advisors
Pennsylvania
$11K +$11.2K +99 New
CIBC Private Wealth Group
644
CIBC Private Wealth Group
Georgia
$10K -$22.6K -200 -70%
CA
645
Centerpoint Advisors
Massachusetts
$10K +$9.37K +83 New
Parallax Volatility Advisers
646
Parallax Volatility Advisers
California
$10K +$10.2K +90 New
GSC
647
G&S Capital
Colorado
$9K
PCA
648
Providence Capital Advisors
North Carolina
$9K
WTC
649
WhitTier Trust Company
Nevada
$9K +$2.82K +25 +45%
CA
650
Crewe Advisors
Utah
$9K +$8.46K +75 New