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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
626
Laurel Wealth Advisors (North Carolina)
North Carolina
$67K – – –
FHA
627
Flagship Harbor Advisors
Massachusetts
$66K +$122 +1 +0.2%
HCM
628
Highlander Capital Management
New Jersey
$62K – – –
CG
629
Cutler Group
California
$61K -$208K -1,700 -77%
LWA
630
Lowe Wealth Advisors
Maryland
$61K – – –
OPS
631
Orion Portfolio Solutions
Nebraska
$60K +$59.7K +488 New
CIA
632
CSat Investment Advisory
Michigan
$58K +$11.9K +97 +26%
CCA
633
Column Capital Advisors
Indiana
$56K +$56.4K +461 New
Walleye Trading
634
Walleye Trading
New York
$55K +$54.5K +446 New
RFA
635
Reilly Financial Advisors
California
$54K – – –
WT
636
Whittier Trust
California
$54K +$29.5K +241 +121%
AIS
637
Accurate Investment Solutions
Pennsylvania
$53K – – –
AW
638
Alpha Windward
Massachusetts
$53K – – –
DWA
639
Dougherty Wealth Advisers
Minnesota
$50K – – –
SF
640
Synovus Financial
Georgia
$50K – – –
AF
641
Advisornet Financial
Minnesota
$50K +$49.9K +408 New
1832 Asset Management
642
1832 Asset Management
Ontario, Canada
$49K -$39.7K -325 -45%
ST
643
Smithfield Trust
Pennsylvania
$49K – – –
GAM
644
Gemmer Asset Management
California
$48K – – –
AP
645
Advisors Preferred
Maryland
$45K +$44.4K +363 New
CFG
646
Citizens Financial Group
Rhode Island
$45K +$44.8K +366 New
PB
647
Pinnacle Bancorp
Nebraska
$44K – – –
GWS
648
Glassman Wealth Services
Virginia
$43K – – –
GLI
649
Guardian Life Insurance
New York
$42K – – –
BWM
650
Baystate Wealth Management
Massachusetts
$42K +$122 +1 +0.3%