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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
651
Tradewinds Capital Management
Washington
$26K
KJWM
652
Kiley Juergens Wealth Management
Washington
$25K
FAM
653
Fred Alger Management
New York
$24K -$36.3K -286 -61%
Rockefeller Capital Management
654
Rockefeller Capital Management
New York
$24K
SFM
655
Signet Financial Management
New Jersey
$23K
IAS
656
IMA Advisory Services
Colorado
$22K
IBOK
657
Independence Bank of Kentucky
Kentucky
$22K
WSTAM
658
Wilbanks Smith & Thomas Asset Management
Virginia
$22K +$20.9K +165 New
AC
659
Avestar Capital
New York
$21K
RMAM
660
Raab & Moskowitz Asset Management
New Jersey
$21K +$20.9K +165 New
ADL
661
Asset Dedication LLC
California
$20K -$7.36K -58 -27%
OAJ
662
Ogorek Anthony Joseph
New York
$20K
SIC
663
Salem Investment Counselors
North Carolina
$20K
M
664
MOTCO
Texas
$20K +$12.7K +100 +208%
AA
665
Ancora Advisors
Ohio
$20K +$19.3K +152 New
WT
666
Whittier Trust
California
$18K
PFGIA
667
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$13.5K +106 +379%
FPFS
668
First Personal Financial Services
North Carolina
$17K -$888 -7 -5%
MWM
669
MinichMacGregor Wealth Management
New York
$16K -$2.67K -21 -14%
TWA
670
TCI Wealth Advisors
Arizona
$16K -$2.29K -18 -13%
BFC
671
Bedel Financial Consulting
Indiana
$16K
FMP
672
Financial Management Professionals
Texas
$16K
FCB
673
First Command Bank
Texas
$16K
FCFS
674
First Command Financial Services
Texas
$16K
TNBTD
675
Trustmark National Bank Trust Department
Mississippi
$16K +$15.7K +124 New