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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
676
Baystate Wealth Management
Massachusetts
$10K -$23.5K -203 -72%
SLF
677
Sun Life Financial
Ontario, Canada
$9K -$116 -1 -1%
AWM
678
Apollon Wealth Management
South Carolina
$8K +$7.64K +66 New
EI
679
Ellevest Inc
New York
$7K -$25.1K -217 -79%
CHC
680
City Holding Co
West Virginia
$7K
SNT
681
Security National Trust
West Virginia
$7K
FMII
682
Farmers & Merchants Investments Inc
Nebraska
$7K +$116 +1 +2%
NG
683
NWK Group
California
$7K +$6.37K +55 New
OSAM
684
O'Shaughnessy Asset Management
Connecticut
$7K +$6.72K +58 New
CFFP
685
Center for Financial Planning
Michigan
$6K -$12.6K -109 -69%
DAM
686
Delta Asset Management
Tennessee
$6K
EARNEST Partners
687
EARNEST Partners
Georgia
$6K
ME
688
McIlrath & Eck
Washington
$6K
KPW
689
Kore Private Wealth
New York
$6K +$2.55K +22 +76%
EFSCE
690
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$1.04K -9 -20%
SIAS
691
Shine Investment Advisory Services
Colorado
$5K
SQA
692
Simon Quick Advisors
New Jersey
$5K
SFG
693
Sowa Financial Group
Rhode Island
$5K
CA
694
Crewe Advisors
Utah
$5K +$4.86K +42 New
ADL
695
Asset Dedication LLC
California
$4K
MRCM
696
M&R Capital Management
New Jersey
$4K
TSW
697
Thompson Siegel & Walmsley
Virginia
$4K
RG
698
Retirement Group
California
$4K +$3.47K +30 New
SWA
699
Sutton Wealth Advisors
Florida
$3.41K
ETC
700
Exchange Traded Concepts
Oklahoma
$3K -$518K -4,477 -100%