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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
626
Glassman Wealth Services
Virginia
$46K – – –
MSA
627
Marino Stram & Associates
Massachusetts
$46K +$127 +1 +0.3%
FC
628
Ferris Capital
Massachusetts
$44K – – –
GWM
629
Geneos Wealth Management
Colorado
$44K – – –
FDCDDQ
630
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43K -$1.63M -12,844 -98%
GLI
631
Guardian Life Insurance
New York
$43K – – –
SLF
632
Sun Life Financial
Ontario, Canada
$42K +$127 +1 +0.3%
GAM
633
Gemmer Asset Management
California
$40K – – –
KA
634
Kaizen Advisory
Illinois
$39K – – –
BL
635
Balentine LLC
Georgia
$39K +$37.4K +295 New
CFA
636
Camarda Financial Advisors
Florida
$38K – – –
WF
637
WealthTrust Fairport
Ohio
$38K – – –
CBOA
638
Commonwealth Bank of Australia
Australia
$36K – – –
AssetMark Inc
639
AssetMark Inc
California
$32K -$3.17K -25 -9%
OIA
640
Optimum Investment Advisors
Illinois
$31K – – –
TL
641
TrueWealth LLC
Georgia
$31K – – –
WWMSC
642
Wagner Wealth Management (South Carolina)
South Carolina
$31K – – –
OFS
643
Orrstown Financial Services
Pennsylvania
$30K -$7.24K -57 -20%
FGAM
644
Financial Gravity Asset Management
Texas
$29K +$17.6K +139 +122%
TPWA
645
TRUE Private Wealth Advisors
Oregon
$28.3K +$27.2K +214 New
TRCT
646
Tower Research Capital (TRC)
New York
$28K -$1.48M -11,623 -98%
MCM
647
MV Capital Management
Maryland
$28K +$26.9K +212 New
VCM
648
Versant Capital Management
Arizona
$27K -$635 -5 -2%
BCWM
649
Bartlett & Co Wealth Management
Ohio
$26.5K -$95.2K -750 -79%
BC
650
Bartlett & Co
Ohio
$26K -$95.2K -750 -79%