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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Penserra Capital Management
676
Penserra Capital Management
California
$26K +$3.21K +24 +13%
RA
677
Rational Advisors
New York
$25K -$580K -4,336 -96%
Global Retirement Partners
678
Global Retirement Partners
California
$24K – – –
BWM
679
BNC Wealth Management
Oregon
$24K +$24.3K +182 New
Avior Wealth Management
680
Avior Wealth Management
Nebraska
$23K – – –
HGWM
681
Harvest Group Wealth Management
Massachusetts
$23K – – –
IRC
682
Investors Research Corp
Georgia
$23K – – –
MCM
683
MV Capital Management
Maryland
$23K – – –
LWA
684
Lenox Wealth Advisors
New York
$22K – – –
SSB
685
Sandy Spring Bank
Maryland
$22K +$1.74K +13 +8%
NNP
686
Nachman Norwood & Parrott
South Carolina
$21K +$21.1K +158 New
M
687
MOTCO
Texas
$20K – – –
OAJ
688
Ogorek Anthony Joseph
New York
$20K – – –
ZB
689
Zions Bancorporation
Utah
$20K +$3.34K +25 +19%
GCM
690
Gables Capital Management
Florida
$19K – – –
BFC
691
Bedel Financial Consulting
Indiana
$18K – – –
PFGIA
692
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$134 +1 +0.7%
KTC
693
Kistler-Tiffany Companies
Pennsylvania
$15K – – –
CHA
694
Carmichael Hill & Associates
Maryland
$14K – – –
Allworth Financial
695
Allworth Financial
California
$13K -$70.3K -526 -85%
EWM
696
Endurance Wealth Management
Rhode Island
$13K – – –
IBOK
697
Independence Bank of Kentucky
Kentucky
$13K – – –
TCI Wealth Advisors
698
TCI Wealth Advisors
Arizona
$13K – – –
VNA
699
Valley National Advisers
Pennsylvania
$13K – – –
EIM
700
Essex Investment Management
Massachusetts
$13K +$10.8K +81 +450%