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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Global Retirement Partners
626
Global Retirement Partners
California
$18K – – –
LWA
627
Lenox Wealth Advisors
New York
$18K +$7.99K +70 +56%
IRC
628
Investors Research Corp
Georgia
$17K – – –
MCM
629
MV Capital Management
Maryland
$17K – – –
Avior Wealth Management
630
Avior Wealth Management
Nebraska
$17K +$20.5K +180 New
IAS
631
IMA Advisory Services
Colorado
$16K – – –
Penserra Capital Management
632
Penserra Capital Management
California
$16K +$4.56K +40 +38%
HGWM
633
Harvest Group Wealth Management
Massachusetts
$16K +$10.5K +92 +108%
PO
634
Private Ocean
California
$15K – – –
SSB
635
Sandy Spring Bank
Maryland
$15K – – –
CFFP
636
Center for Financial Planning
Michigan
$15K +$12.4K +109 +227%
DWM
637
Darwin Wealth Management
Florida
$15K +$18.1K +159 New
CWP
638
CFM Wealth Partners
Texas
$14K – – –
M
639
MOTCO
Texas
$14K – – –
OAJ
640
Ogorek Anthony Joseph
New York
$14K – – –
Salem Investment Counselors
641
Salem Investment Counselors
North Carolina
$14K – – –
GCM
642
Gables Capital Management
Florida
$14K +$16.4K +144 New
BFC
643
Bedel Financial Consulting
Indiana
$13K – – –
PFGIA
644
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$114 +1 +0.7%
ZB
645
Zions Bancorporation
Utah
$12K -$23.6K -207 -62%
Larson Financial Group
646
Larson Financial Group
Missouri
$12K – – –
CHA
647
Carmichael Hill & Associates
Maryland
$10K – – –
CFN
648
Cordasco Financial Network
Florida
$9K – – –
EWM
649
Endurance Wealth Management
Rhode Island
$9K – – –
FWM
650
FSA Wealth Management
Massachusetts
$9K – – –