BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
T
651
TOBAM
France
$82K -$46.6K -287 -33%
EI
652
Ellevest Inc
New York
$80K -$18.5K -114 -17%
BC
653
Bartlett & Co
Ohio
$80K – – –
PCM
654
Penserra Capital Management
California
$80K +$2.27K +14 +3%
BCWM
655
Bartlett & Co Wealth Management
Ohio
$79.9K – – –
LWANC
656
Laurel Wealth Advisors (North Carolina)
North Carolina
$78K – – –
MA
657
MUFG Americas
New York
$78K – – –
HCM
658
Highlander Capital Management
New Jersey
$72K – – –
WOC
659
West Oak Capital
California
$72K – – –
AA
660
Alta Advisers
United Kingdom
$72K +$81.2K +500 New
LWA
661
Lowe Wealth Advisors
Maryland
$71K – – –
QC
662
Quent Capital
New York
$71K – – –
VNA
663
Valley National Advisers
Pennsylvania
$69K -$2.44K -15 -3%
C
664
Covestor
United Kingdom
$68K -$12.2K -75 -14%
UCB
665
United Community Bank
South Carolina
$68K – – –
BSB
666
Bangor Savings Bank
Maine
$65K -$325 -2 -0.4%
Acadian Asset Management
667
Acadian Asset Management
Massachusetts
$63K – – –
AF
668
Allworth Financial
California
$63K +$9.9K +61 +16%
MA
669
MCF Advisors
Kentucky
$62K – – –
GWS
670
Glassman Wealth Services
Virginia
$60K +$8.28K +51 +14%
NR
671
Newfound Research
Massachusetts
$58K -$52.1K -321 -44%
DWA
672
Dougherty Wealth Advisers
Minnesota
$58K – – –
AS
673
Altshuler Shaham
Israel
$57K +$30K +185 +93%
LC
674
Lindbrook Capital
California
$57K +$30.7K +189 +91%
KSWA
675
Kathleen S. Wright Associates
Pennsylvania
$54K -$16.2K -100 -21%