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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
701
Ogorek Anthony Joseph
New York
$23K
GA
702
GoalVest Advisory
New York
$23K +$22.7K +148 New
BFC
703
Bedel Financial Consulting
Indiana
$21K
PFGIA
704
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$921 +6 +5%
BLC
705
Brown, Lisle/Cummings
Rhode Island
$19.5K
PSB
706
Piscataqua Savings Bank
New Hampshire
$19K
MWM
707
Mascoma Wealth Management
New Hampshire
$17K
MFA
708
McClarren Financial Advisors
Pennsylvania
$17K
MTIC
709
Missouri Trust & Investment Company
Missouri
$16K -$39.9K -260 -72%
AIP
710
Ahrens Investment Partners
Louisiana
$16K
EWM
711
Endurance Wealth Management
Rhode Island
$16K
KPCM
712
Kings Point Capital Management
New York
$16K
M
713
MOTCO
Texas
$16K
CAL
714
Capital Advisors Ltd
Ohio
$16K +$3.07K +20 +24%
CFO
715
CVA Family Office
Colorado
$16K +$14.6K +95 +950%
AWM
716
Atticus Wealth Management
Florida
$15K
IBOK
717
Independence Bank of Kentucky
Kentucky
$15K
MCC
718
Money Concepts Capital
Florida
$15K +$14.4K +94 New
TWM
719
Tradition Wealth Management
Minnesota
$14K -$460 -3 -3%
CAL
720
Capital Analysts LLC
Pennsylvania
$14K
CA
721
Crewe Advisors
Utah
$14K
SWA
722
SOA Wealth Advisors
New York
$14K
DHGWA
723
Dixon Hughes Goodman Wealth Advisors
North Carolina
$13K -$7.21K -47 -36%
BWM
724
Baystate Wealth Management
Massachusetts
$13K
WBC
725
West Branch Capital
Massachusetts
$12K