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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
676
Jacobi Capital Management
Pennsylvania
$64K -$17.2K -101 -21%
Compagnie Lombard Odier SCmA
677
Compagnie Lombard Odier SCmA
Switzerland
$62K – – –
PB
678
Pinnacle Bancorp
Nebraska
$59K – – –
GWS
679
Glassman Wealth Services
Virginia
$58K +$852 +5 +1%
CCA
680
Column Capital Advisors
Indiana
$57K -$6.47K -38 -10%
EBA
681
Eagle Bay Advisors
New York
$57K +$57.9K +340 +17,000%
Geneos Wealth Management
682
Geneos Wealth Management
Colorado
$54K – – –
AssetMark Inc
683
AssetMark Inc
California
$53K – – –
GAM
684
Gemmer Asset Management
California
$51K – – –
Country Trust Bank
685
Country Trust Bank
Illinois
$50K – – –
MAM
686
Marquette Asset Management
Minnesota
$50K – – –
CFN
687
Cordasco Financial Network
Florida
$50K +$170 +1 +0.3%
RBC
688
Roble Belko & Company
Pennsylvania
$49K – – –
Arkadios Wealth Advisors
689
Arkadios Wealth Advisors
Georgia
$47K -$9.03K -53 -16%
ARMC
690
American Research & Management Company
Massachusetts
$47K – – –
BCA
691
Berman Capital Advisors
Georgia
$47K +$3.07K +18 +7%
Harbour Investments
692
Harbour Investments
Wisconsin
$46K -$1.7K -10 -4%
HR
693
Howe & Rusling
New York
$44K – – –
KA
694
Kozak & Associates
Colorado
$42K +$40.4K +237 New
SSB
695
Sandy Spring Bank
Maryland
$41K -$7.15K -42 -14%
CFD
696
Creative Financial Designs
Indiana
$41K – – –
PPWM
697
PFG Private Wealth Management
Florida
$41K +$41.9K +246 New
HWM
698
HighMark Wealth Management
Minnesota
$40K +$170 +1 +0.4%
IAS
699
IMA Advisory Services
Colorado
$39K – – –
BCM
700
Blume Capital Management
California
$38K +$39K +229 New