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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
651
Milestone Investment Advisors
Wisconsin
$83.3K +$81.3K +568 New
BCWM
652
Bartlett & Co Wealth Management
Ohio
$82.3K
BC
653
Bartlett & Co
Ohio
$82K
QC
654
Quent Capital
New York
$78.9K +$286 +2 +0.4%
BF
655
BOK Financial
Oklahoma
$76.4K -$391K -2,730 -84%
CWP
656
Concord Wealth Partners
Virginia
$74.5K +$60.5K +423 +498%
AA
657
Alta Advisers
United Kingdom
$73.3K
WOC
658
West Oak Capital
California
$73.3K
HCM
659
Highlander Capital Management
New Jersey
$73K
IUHSA
660
Itau Unibanco Holding S.A.
Brazil
$72.6K +$70.8K +495 New
LWANC
661
Laurel Wealth Advisors (North Carolina)
North Carolina
$72.3K
LWA
662
Lowe Wealth Advisors
Maryland
$72K
CCA
663
Column Capital Advisors
Indiana
$71.7K
UCB
664
United Community Bank
South Carolina
$69K
VNA
665
Valley National Advisers
Pennsylvania
$68K
FFA
666
Farther Finance Advisors
California
$67K -$8.87K -62 -12%
BSB
667
Bangor Savings Bank
Maine
$66.3K
PA
668
Parallel Advisors
California
$66.2K +$1.57K +11 +3%
Acadian Asset Management
669
Acadian Asset Management
Massachusetts
$64K
TWC
670
TD Waterhouse Canada
Ontario, Canada
$62.9K -$705K -4,929 -92%
MA
671
MCF Advisors
Kentucky
$62.7K
EI
672
Ellevest Inc
New York
$60.8K +$56.8K +397 +2,206%
NHT
673
New Hampshire Trust
New Hampshire
$59.7K
AF
674
Allworth Financial
California
$57K +$25.2K +176 +83%
APC
675
Aspire Private Capital
North Carolina
$56.9K +$55.5K +388 New