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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
626
Lowe Wealth Advisors
Maryland
$70K – – –
KSWA
627
Kathleen S. Wright Associates
Pennsylvania
$68K – – –
UCB
628
United Community Bank
South Carolina
$67.1K – – –
BTI
629
Blue Trust Inc
Georgia
$67K +$62.8K +433 New
BSB
630
Bangor Savings Bank
Maine
$64K +$65.9K +454 New
BFG
631
Baron Financial Group
New Jersey
$63.1K – – –
Acadian Asset Management
632
Acadian Asset Management
Massachusetts
$62K – – –
MA
633
MCF Advisors
Kentucky
$61K +$62.1K +428 New
GRP
634
Global Retirement Partners
California
$59K +$8.85K +61 +17%
1832 Asset Management
635
1832 Asset Management
Ontario, Canada
$57K -$472K -3,252 -89%
DWA
636
Dougherty Wealth Advisers
Minnesota
$57K – – –
Simplex Trading
637
Simplex Trading
Illinois
$56K -$16.3K -112 -22%
AF
638
Allworth Financial
California
$54K +$9K +62 +20%
CLOS
639
Compagnie Lombard Odier SCmA
Switzerland
$53K – – –
CCM
640
Chilton Capital Management
Texas
$53K +$53.8K +371 New
GWS
641
Glassman Wealth Services
Virginia
$52K -$3.34K -23 -6%
PB
642
Pinnacle Bancorp
Nebraska
$50K – – –
CCA
643
Column Capital Advisors
Indiana
$49K – – –
GWM
644
Geneos Wealth Management
Colorado
$48K +$145 +1 +0.3%
JWA
645
JFS Wealth Advisors
Pennsylvania
$45K +$2.03K +14 +5%
AssetMark Inc
646
AssetMark Inc
California
$43K – – –
CTB
647
Country Trust Bank
Illinois
$43K – – –
MAM
648
Marquette Asset Management
Minnesota
$43K – – –
CFN
649
Cordasco Financial Network
Florida
$43K +$145 +1 +0.3%
RBC
650
Roble Belko & Company
Pennsylvania
$42K – – –