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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
701
First Command Financial Services
Texas
$27K – – –
RTC
702
Riverview Trust Company
Washington
$27K – – –
GWM
703
Geneos Wealth Management
Colorado
$26K -$22.9K -141 -43%
SSB
704
Sandy Spring Bank
Maryland
$25K -$9.74K -60 -26%
IRC
705
Investors Research Corp
Georgia
$25K – – –
ST
706
Smithfield Trust
Pennsylvania
$25K – – –
FRA
707
Front Row Advisors
California
$23K – – –
PO
708
Private Ocean
California
$23K – – –
TWA
709
TCI Wealth Advisors
Arizona
$22K -$812 -5 -3%
HI
710
Harbour Investments
Wisconsin
$22K – – –
OLVIG
711
Oliver Lagore Vanvalin Investment Group
Michigan
$22K – – –
VWM
712
Valley Wealth Managers
New Jersey
$22K +$24.7K +152 New
BWM
713
BerganKDV Wealth Management
Minnesota
$21K – – –
GA
714
GoalVest Advisory
New York
$21K – – –
OAJ
715
Ogorek Anthony Joseph
New York
$21K – – –
HR
716
Howe & Rusling
New York
$19K – – –
BLC
717
Brown, Lisle/Cummings
Rhode Island
$18K – – –
PSB
718
Piscataqua Savings Bank
New Hampshire
$18K – – –
LFG
719
Larson Financial Group
Missouri
$17K +$5.84K +36 +44%
APW
720
Axim Planning & Wealth
Ohio
$17K +$8.28K +51 +76%
AF
721
Advisornet Financial
Minnesota
$17K +$11.5K +71 +158%
MWM
722
Mascoma Wealth Management
New Hampshire
$16K – – –
ZIG
723
Zullo Investment Group
Pennsylvania
$16K +$5.52K +34 +45%
MFA
724
McClarren Financial Advisors
Pennsylvania
$16K +$18.7K +115 New
CT
725
Clearstead Trust
Maine
$15K +$17.2K +106 New