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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Capital Analysts LLC
701
Capital Analysts LLC
Pennsylvania
$12K – – –
SL
702
Savior LLC
Massachusetts
$12K – – –
VAIA
703
Virtus Alternative Investment Advisers
Connecticut
$11K -$4.95K -37 -31%
BWM
704
Baystate Wealth Management
Massachusetts
$10K +$134 +1 +1%
CSPIA
705
Cary Street Partners Investment Advisory
Virginia
$10K +$10K +75 New
SLF
706
Sun Life Financial
Ontario, Canada
$9K +$134 +1 +1%
CHC
707
City Holding Co
West Virginia
$8K – – –
Farmers & Merchants Investments Inc
708
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
Harel Insurance Investments & Financial Services
709
Harel Insurance Investments & Financial Services
Israel
$8K +$7.75K +58 New
ME
710
McIlrath & Eck
Washington
$7K – – –
SNT
711
Security National Trust
West Virginia
$7K – – –
NFG
712
Next Financial Group
Texas
$7K +$6.68K +50 New
Altshuler Shaham
713
Altshuler Shaham
Israel
$7K +$6.95K +52 New
CFFP
714
Center for Financial Planning
Michigan
$6K – – –
CA
715
Crewe Advisors
Utah
$6K – – –
DAM
716
Delta Asset Management
Tennessee
$6K – – –
EARNEST Partners
717
EARNEST Partners
Georgia
$6K – – –
HCP
718
Hexagon Capital Partners
Arkansas
$6K +$6.28K +47 New
EFSCE
719
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
SIAS
720
Shine Investment Advisory Services
Colorado
$5K – – –
PFWA
721
Paces Ferry Wealth Advisors
Georgia
$5K +$4.95K +37 New
MRCM
722
M&R Capital Management
New Jersey
$4K – – –
RG
723
Retirement Group
California
$4K – – –
Thompson Siegel & Walmsley
724
Thompson Siegel & Walmsley
Virginia
$4K – – –
SWA
725
Sutton Wealth Advisors
Florida
$3.56K – – –