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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
651
Valley National Advisers
Pennsylvania
$63K +$61.8K +403 New
GWS
652
Glassman Wealth Services
Virginia
$61K +$3.84K +25 +7%
Compagnie Lombard Odier SCmA
653
Compagnie Lombard Odier SCmA
Switzerland
$58K – – –
LWP
654
Lumature Wealth Partners
Georgia
$57K +$25.3K +165 +83%
PB
655
Pinnacle Bancorp
Nebraska
$55K – – –
EBA
656
Eagle Bay Advisors
New York
$54K -$18.1K -118 -25%
APF
657
Alaska Permanent Fund
Alaska
$54K -$153 -1 -0.3%
CCA
658
Column Capital Advisors
Indiana
$53K – – –
Geneos Wealth Management
659
Geneos Wealth Management
Colorado
$50K -$1.84K -12 -4%
Allworth Financial
660
Allworth Financial
California
$49K +$8.44K +55 +21%
Global Retirement Partners
661
Global Retirement Partners
California
$49K +$53.9K +351 New
GAM
662
Gemmer Asset Management
California
$48K +$614 +4 +1%
AssetMark Inc
663
AssetMark Inc
California
$47K -$11.7K -76 -20%
CFN
664
Cordasco Financial Network
Florida
$47K – – –
Country Trust Bank
665
Country Trust Bank
Illinois
$47K – – –
MAM
666
Marquette Asset Management
Minnesota
$47K – – –
JWA
667
JFS Wealth Advisors
Pennsylvania
$47K +$17K +111 +59%
RBC
668
Roble Belko & Company
Pennsylvania
$46K – – –
HR
669
Howe & Rusling
New York
$45K – – –
EI
670
Ellevest Inc
New York
$41K -$1.38K -9 -3%
PPWM
671
PFG Private Wealth Management
Florida
$38K – – –
HWM
672
HighMark Wealth Management
Minnesota
$38K +$153 +1 +0.4%
Altshuler Shaham
673
Altshuler Shaham
Israel
$37K -$1.38K -9 -4%
IAS
674
IMA Advisory Services
Colorado
$37K – – –
PCG
675
Private Capital Group
Connecticut
$36K -$8.9K -58 -20%