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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
651
One Wealth Advisors
California
$58.7K +$62.2K +438 New
Acadian Asset Management
652
Acadian Asset Management
Massachusetts
$58K
MA
653
MCF Advisors
Kentucky
$57.4K
NHT
654
New Hampshire Trust
New Hampshire
$54.6K +$57.8K +407 New
DWA
655
Dougherty Wealth Advisers
Minnesota
$54.1K
GWS
656
Glassman Wealth Services
Virginia
$50.6K -$5.68K -40 -10%
PB
657
Pinnacle Bancorp
Nebraska
$47K
GPI
658
General Partner Inc
Pennsylvania
$44.5K +$47.2K +332 New
EBA
659
Eagle Bay Advisors
New York
$43.6K -$48.4K -341 -51%
AssetMark Inc
660
AssetMark Inc
California
$40.6K
MA
661
Montag & Associates
Georgia
$40.5K
RBC
662
Roble Belko & Company
Pennsylvania
$40K
MCM
663
MV Capital Management
Maryland
$38.9K +$10.2K +72 +33%
EDRH
664
Edmond de Rothschild Holding
Switzerland
$37.7K +$39.9K +281 New
PFBT
665
Parkside Financial Bank & Trust
Missouri
$37K -$213K -1,496 -84%
LC
666
Lindbrook Capital
California
$34.1K -$20.2K -142 -36%
HWM
667
HighMark Wealth Management
Minnesota
$33.2K +$142 +1 +0.4%
PPWM
668
PFG Private Wealth Management
Florida
$33K
TSW
669
Thompson Siegel & Walmsley
Virginia
$33K +$31.1K +219 +730%
LWP
670
Lumature Wealth Partners
Georgia
$33K
IAS
671
IMA Advisory Services
Colorado
$31.8K
ADL
672
Asset Dedication LLC
California
$31K +$32.5K +229 New
BCM
673
Blume Capital Management
California
$30.7K
SIC
674
Salem Investment Counselors
North Carolina
$30.2K
HI
675
Harbour Investments
Wisconsin
$29.5K +$9.38K +66 +43%