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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
701
Geneos Wealth Management
Colorado
$62K +$2.29K +13 +4%
GAM
702
Gemmer Asset Management
California
$56K – – –
Country Trust Bank
703
Country Trust Bank
Illinois
$55K – – –
MAM
704
Marquette Asset Management
Minnesota
$55K – – –
CFN
705
Cordasco Financial Network
Florida
$55K +$176 +1 +0.3%
APF
706
Alaska Permanent Fund
Alaska
$55K +$61K +347 New
RBC
707
Roble Belko & Company
Pennsylvania
$54K – – –
HR
708
Howe & Rusling
New York
$53K +$4.04K +23 +9%
PCG
709
Private Capital Group
Connecticut
$53K +$21.4K +122 +73%
EI
710
Ellevest Inc
New York
$49K +$33.7K +192 +246%
Allworth Financial
711
Allworth Financial
California
$47K +$33.7K +192 +287%
Altshuler Shaham
712
Altshuler Shaham
Israel
$46K -$31.1K -177 -42%
PPWM
713
PFG Private Wealth Management
Florida
$45K – – –
HWM
714
HighMark Wealth Management
Minnesota
$44K +$176 +1 +0.4%
MCM
715
MV Capital Management
Maryland
$44K +$7.03K +40 +20%
IAS
716
IMA Advisory Services
Colorado
$43K – – –
BCM
717
Blume Capital Management
California
$42K – – –
Salem Investment Counselors
718
Salem Investment Counselors
North Carolina
$41K – – –
SSB
719
Sandy Spring Bank
Maryland
$39K -$6.86K -39 -15%
LC
720
Lindbrook Capital
California
$37K – – –
TCM
721
Tradewinds Capital Management
Washington
$37K – – –
WB
722
Webster Bank
Connecticut
$37K +$11.3K +64 +46%
LWP
723
Lumature Wealth Partners
Georgia
$37K +$13.9K +79 +65%
AFS
724
Annapolis Financial Services
Maryland
$37K +$24.4K +139 +228%
FPB
725
First PREMIER Bank
South Dakota
$36K – – –