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Broadridge

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