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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
701
Salem Investment Counselors
North Carolina
$36K – – –
ST
702
Sageworth Trust
Pennsylvania
$36K +$35.2K +220 New
LC
703
Lindbrook Capital
California
$33K – – –
LSA
704
Lion Street Advisors
Texas
$32.3K +$32K +200 New
TCM
705
Tradewinds Capital Management
Washington
$32K – – –
FPB
706
First PREMIER Bank
South Dakota
$31K – – –
MCM
707
MV Capital Management
Maryland
$31K +$3.36K +21 +12%
GCM
708
Gables Capital Management
Florida
$30K – – –
FFG
709
Ford Financial Group
California
$30K +$29.9K +187 New
IRC
710
Investors Research Corp
Georgia
$28K – – –
TWA
711
TCI Wealth Advisors
Arizona
$27K -$160 -1 -0.6%
PCG
712
Private Capital Group
Connecticut
$27K – – –
PO
713
Private Ocean
California
$26K – – –
CFA
714
Carroll Financial Associates
North Carolina
$26K +$21.4K +134 +432%
GA
715
GoalVest Advisory
New York
$24K – – –
OAJ
716
Ogorek Anthony Joseph
New York
$24K – – –
GLLW
717
Graves Light Lenhart Wealth
Virginia
$23K – – –
SFP
718
Sterling Financial Planning
New Jersey
$23K – – –
BFC
719
Bedel Financial Consulting
Indiana
$22K – – –
FWM
720
FFT Wealth Management
Pennsylvania
$22K +$21.9K +137 New
Fuller & Thaler Asset Management
721
Fuller & Thaler Asset Management
California
$21K -$24K -150 -54%
WB
722
Webster Bank
Connecticut
$21K -$13.9K -87 -40%
PFGIA
723
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
NIM
724
NuWave Investment Management
New Jersey
$20K -$54K -338 -74%
PFBT
725
Parkside Financial Bank & Trust
Missouri
$20K -$15.5K -97 -44%