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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
651
Bartlett & Co Wealth Management
Ohio
$66.1K
BC
652
Bartlett & Co
Ohio
$66K
ST
653
Smithfield Trust
Pennsylvania
$62K -$113K -768 -65%
DWA
654
Dougherty Wealth Advisers
Minnesota
$62K
JCM
655
Jacobi Capital Management
Pennsylvania
$62K +$8.27K +56 +16%
T
656
TOBAM
France
$59K
PB
657
Pinnacle Bancorp
Nebraska
$54K
GWS
658
Glassman Wealth Services
Virginia
$52K +$591 +4 +1%
CIA
659
CSat Investment Advisory
Michigan
$52K +$16.1K +109 +47%
HWMA
660
Heritage Wealth Management (Arizona)
Arizona
$48K +$46.7K +316 New
GAM
661
Gemmer Asset Management
California
$47K
CTB
662
Country Trust Bank
Illinois
$46K
MAM
663
Marquette Asset Management
Minnesota
$46K
PA
664
Parallel Advisors
California
$45K -$52.1K -353 -54%
CFN
665
Cordasco Financial Network
Florida
$45K
HFA
666
Hoover Financial Advisors
Pennsylvania
$45K
RBC
667
Roble Belko & Company
Pennsylvania
$45K
Fuller & Thaler Asset Management
668
Fuller & Thaler Asset Management
California
$43K
PCM
669
Penserra Capital Management
California
$43K +$5.91K +40 +16%
BCA
670
Berman Capital Advisors
Georgia
$40K
FI
671
FormulaFolio Investments
Michigan
$39K +$35.4K +240 New
AssetMark Inc
672
AssetMark Inc
California
$37K -$2.36K -16 -6%
CFD
673
Creative Financial Designs
Indiana
$37K
HWM
674
HighMark Wealth Management
Minnesota
$37K +$148 +1 +0.4%
IAS
675
IMA Advisory Services
Colorado
$36K