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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
676
Chilton Capital Management
Texas
$54.4K +$53.1K +371 New
PB
677
Pinnacle Bancorp
Nebraska
$51.9K
GWS
678
Glassman Wealth Services
Virginia
$50.1K -$5.01K -35 -9%
AWM
679
Avior Wealth Management
Nebraska
$49.5K +$18.9K +132 +64%
MA
680
Montag & Associates
Georgia
$44.2K
RBC
681
Roble Belko & Company
Pennsylvania
$43K
MCM
682
MV Capital Management
Maryland
$42.9K +$429 +3 +1%
SFCL
683
Strengthening Families & Communities LLC
Massachusetts
$41.3K +$42.5K +297 +4%
EDRH
684
Edmond de Rothschild Holding
Switzerland
$41.2K
PFBT
685
Parkside Financial Bank & Trust
Missouri
$39K -$1.43K -10 -4%
CIA
686
Cape Investment Advisory
Georgia
$36.9K +$36.1K +252 New
LC
687
Lindbrook Capital
California
$36.6K -$572 -4 -2%
HWM
688
HighMark Wealth Management
Minnesota
$36.5K +$286 +2 +0.8%
LWP
689
Lumature Wealth Partners
Georgia
$36.1K
PPWM
690
PFG Private Wealth Management
Florida
$36.1K
TSW
691
Thompson Siegel & Walmsley
Virginia
$36K
AssetMark Inc
692
AssetMark Inc
California
$35.8K -$8.44K -59 -19%
IAS
693
IMA Advisory Services
Colorado
$34.7K
IA
694
IFP Advisors
Florida
$34.5K -$95.3K -666 -50%
SSG
695
Summit Securities Group
New York
$34K -$305K -2,134 -90%
ADL
696
Asset Dedication LLC
California
$34K
BCM
697
Blume Capital Management
California
$33.6K
HI
698
Harbour Investments
Wisconsin
$32.2K
Jones Financial Companies
699
Jones Financial Companies
Missouri
$30.8K
BSC
700
Brown Shipley & Co
United Kingdom
$30.2K +$29.5K +206 New