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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
676
MV Capital Management
Maryland
$21K -$4.65K -38 -18%
PO
677
Private Ocean
California
$21K – – –
EI
678
Ellevest Inc
New York
$21K +$20.4K +167 New
IAS
679
IMA Advisory Services
Colorado
$20K – – –
Twin Tree Management
680
Twin Tree Management
Texas
$20K +$19.9K +163 New
JCM
681
Jacobi Capital Management
Pennsylvania
$20K +$20.2K +165 New
RMAM
682
Raab & Moskowitz Asset Management
New Jersey
$20K +$20.2K +165 New
SIC
683
Salem Investment Counselors
North Carolina
$19K – – –
SSB
684
Sandy Spring Bank
Maryland
$19K – – –
CWP
685
CFM Wealth Partners
Texas
$19K +$18.3K +150 New
SL
686
Savior LLC
Massachusetts
$19K +$18.7K +153 New
HWM
687
Howard Wealth Management
Connecticut
$19K +$19K +155 New
M
688
MOTCO
Texas
$18K – – –
OAJ
689
Ogorek Anthony Joseph
New York
$18K – – –
BFC
690
Bedel Financial Consulting
Indiana
$17K – – –
PFGIA
691
Patriot Financial Group Insurance Agency
Massachusetts
$17K – – –
RIA
692
Realta Investment Advisors
Delaware
$16K – – –
LFG
693
Larson Financial Group
Missouri
$15K – – –
PFBT
694
Parkside Financial Bank & Trust
Missouri
$15K +$611 +5 +4%
LWA
695
Lenox Wealth Advisors
New York
$15K +$4.28K +35 +39%
SNT
696
Security National Trust
West Virginia
$13K +$6.11K +50 +91%
CHA
697
Carmichael Hill & Associates
Maryland
$13K +$12.7K +104 New
TWA
698
TCI Wealth Advisors
Arizona
$12K -$978 -8 -8%
CFN
699
Cordasco Financial Network
Florida
$12K – – –
EWM
700
Endurance Wealth Management
Rhode Island
$12K – – –