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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
676
Allworth Financial
California
$57K +$25.2K +176 +83%
APC
677
Aspire Private Capital
North Carolina
$56.9K +$55.5K +388 New
Chilton Capital Management
678
Chilton Capital Management
Texas
$54.4K +$53.1K +371 New
PB
679
Pinnacle Bancorp
Nebraska
$51.9K – – –
GWS
680
Glassman Wealth Services
Virginia
$50.1K -$5.01K -35 -9%
Avior Wealth Management
681
Avior Wealth Management
Nebraska
$49.5K +$18.9K +132 +64%
Montag & Associates
682
Montag & Associates
Georgia
$44.2K – – –
RBC
683
Roble Belko & Company
Pennsylvania
$43K – – –
MCM
684
MV Capital Management
Maryland
$42.9K +$429 +3 +1%
Edmond de Rothschild Holding
685
Edmond de Rothschild Holding
Switzerland
$41.2K – – –
PFBT
686
Parkside Financial Bank & Trust
Missouri
$39K -$1.43K -10 -4%
CIA
687
Cape Investment Advisory
Georgia
$36.9K +$36.1K +252 New
LC
688
Lindbrook Capital
California
$36.6K -$572 -4 -2%
HWM
689
HighMark Wealth Management
Minnesota
$36.5K +$286 +2 +0.8%
LWP
690
Lumature Wealth Partners
Georgia
$36.1K – – –
PPWM
691
PFG Private Wealth Management
Florida
$36.1K – – –
Thompson Siegel & Walmsley
692
Thompson Siegel & Walmsley
Virginia
$36K – – –
AssetMark Inc
693
AssetMark Inc
California
$35.8K -$8.44K -59 -19%
IAS
694
IMA Advisory Services
Colorado
$34.7K – – –
IFP Advisors
695
IFP Advisors
Florida
$34.5K -$95.3K -666 -50%
SSG
696
Summit Securities Group
New York
$34K -$305K -2,134 -90%
ADL
697
Asset Dedication LLC
California
$34K – – –
BCM
698
Blume Capital Management
California
$33.6K – – –
Harbour Investments
699
Harbour Investments
Wisconsin
$32.2K – – –
Jones Financial Companies
700
Jones Financial Companies
Missouri
$30.8K – – –