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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
651
Zions Bancorporation
Utah
$41K – – –
GWM
652
Geneos Wealth Management
Colorado
$41K +$122 +1 +0.3%
BL
653
Balentine LLC
Georgia
$37K – – –
MAM
654
Marquette Asset Management
Minnesota
$37K – – –
RBC
655
Roble Belko & Company
Pennsylvania
$36K – – –
Fuller & Thaler Asset Management
656
Fuller & Thaler Asset Management
California
$35K – – –
VCM
657
Vigilant Capital Management
Maine
$35K +$34.2K +280 New
MAM
658
Meeder Asset Management
Ohio
$31K -$137K -1,120 -82%
SBL
659
Sargent Bickham Lagudis
Colorado
$31K +$30.6K +250 New
JSC
660
Jackson Square Capital
California
$30K +$29.6K +242 New
OIA
661
Optimum Investment Advisors
Illinois
$29K – – –
TL
662
TrueWealth LLC
Georgia
$29K – – –
HWM
663
HighMark Wealth Management
Minnesota
$29K +$28.7K +235 New
TRCT
664
Tower Research Capital (TRC)
New York
$28K -$437K -3,573 -94%
HR
665
Howe & Rusling
New York
$28K – – –
TCM
666
Tradewinds Capital Management
Washington
$25K – – –
BCA
667
Berman Capital Advisors
Georgia
$25K +$122 +1 +0.5%
WTC
668
WhitTier Trust Company
Nevada
$25K +$14.6K +119 +147%
APWM
669
Atlas Private Wealth Management
New York
$25K +$24.5K +200 New
BCWM
670
Bartlett & Co Wealth Management
Ohio
$24.8K – – –
FPB
671
First PREMIER Bank
South Dakota
$24K – – –
FAM
672
Fred Alger Management
New York
$23K – – –
GRP
673
Global Retirement Partners
California
$23K +$6.72K +55 +42%
IRC
674
Investors Research Corp
Georgia
$22K – – –
OSAM
675
O'Shaughnessy Asset Management
Connecticut
$21K -$2.45M -20,032 -99%