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Broadridge

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