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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
701
IMA Advisory Services
Colorado
$36K – – –
PFBT
702
Parkside Financial Bank & Trust
Missouri
$35K -$145 -1 -0.4%
HR
703
Howe & Rusling
New York
$35K – – –
Salem Investment Counselors
704
Salem Investment Counselors
North Carolina
$34K – – –
WB
705
Webster Bank
Connecticut
$33K -$81.7K -563 -72%
Harel Insurance Investments & Financial Services
706
Harel Insurance Investments & Financial Services
Israel
$33K +$1.16K +8 +14%
TCM
707
Tradewinds Capital Management
Washington
$31K – – –
LC
708
Lindbrook Capital
California
$31K +$580 +4 +2%
AWG
709
Altus Wealth Group
Colorado
$31K +$29.2K +201 New
RPWA
710
Regent Peak Wealth Advisors
Georgia
$31K +$29.4K +203 New
FPB
711
First PREMIER Bank
South Dakota
$30K – – –
Associated Banc-Corp
712
Associated Banc-Corp
Wisconsin
$30K +$28.7K +198 New
Avior Wealth Management
713
Avior Wealth Management
Nebraska
$27K – – –
HGWM
714
Harvest Group Wealth Management
Massachusetts
$27K – – –
IRC
715
Investors Research Corp
Georgia
$27K – – –
MCM
716
MV Capital Management
Maryland
$27K – – –
LWA
717
Lenox Wealth Advisors
New York
$26K – – –
TCI Wealth Advisors
718
TCI Wealth Advisors
Arizona
$26K +$9.86K +68 +69%
Global Retirement Partners
719
Global Retirement Partners
California
$24K -$4.35K -30 -16%
SSB
720
Sandy Spring Bank
Maryland
$23K -$1.89K -13 -8%
OAJ
721
Ogorek Anthony Joseph
New York
$23K – – –
GA
722
GoalVest Advisory
New York
$23K +$21.5K +148 New
AF
723
Advisornet Financial
Minnesota
$23K +$22.2K +153 New
GCM
724
Gables Capital Management
Florida
$22K – – –
GLLW
725
Graves Light Lenhart Wealth
Virginia
$22K +$20.6K +142 New