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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SL
676
Savior LLC
Massachusetts
$11K – – –
BWM
677
Baystate Wealth Management
Massachusetts
$10K -$23.5K -203 -72%
SLF
678
Sun Life Financial
Ontario, Canada
$9K -$116 -1 -1%
Apollon Wealth Management
679
Apollon Wealth Management
South Carolina
$8K +$7.64K +66 New
EI
680
Ellevest Inc
New York
$7K -$25.1K -217 -79%
CHC
681
City Holding Co
West Virginia
$7K – – –
SNT
682
Security National Trust
West Virginia
$7K – – –
Farmers & Merchants Investments Inc
683
Farmers & Merchants Investments Inc
Nebraska
$7K +$116 +1 +2%
NG
684
NWK Group
California
$7K +$6.37K +55 New
O'Shaughnessy Asset Management
685
O'Shaughnessy Asset Management
Connecticut
$7K +$6.72K +58 New
CFFP
686
Center for Financial Planning
Michigan
$6K -$12.6K -109 -69%
DAM
687
Delta Asset Management
Tennessee
$6K – – –
EARNEST Partners
688
EARNEST Partners
Georgia
$6K – – –
ME
689
McIlrath & Eck
Washington
$6K – – –
KPW
690
Kore Private Wealth
New York
$6K +$2.55K +22 +76%
EFSCE
691
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$1.04K -9 -20%
SIAS
692
Shine Investment Advisory Services
Colorado
$5K – – –
Simon Quick Advisors
693
Simon Quick Advisors
New Jersey
$5K – – –
SFG
694
Sowa Financial Group
Rhode Island
$5K – – –
CA
695
Crewe Advisors
Utah
$5K +$4.86K +42 New
ADL
696
Asset Dedication LLC
California
$4K – – –
MRCM
697
M&R Capital Management
New Jersey
$4K – – –
Thompson Siegel & Walmsley
698
Thompson Siegel & Walmsley
Virginia
$4K – – –
RG
699
Retirement Group
California
$4K +$3.47K +30 New
SWA
700
Sutton Wealth Advisors
Florida
$3.41K – – –