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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
APC
701
Aspire Private Capital
North Carolina
$64.3K
CCM
702
Chilton Capital Management
Texas
$61.4K
PB
703
Pinnacle Bancorp
Nebraska
$58.6K
ADL
704
Asset Dedication LLC
California
$58K +$18.9K +125 +55%
TWC
705
TD Waterhouse Canada
Ontario, Canada
$57K -$12.9K -85 -20%
GWS
706
Glassman Wealth Services
Virginia
$55K -$1.51K -10 -3%
AF
707
Allworth Financial
California
$51K -$12.3K -81 -21%
MA
708
Montag & Associates
Georgia
$49.9K
AWM
709
Avior Wealth Management
Nebraska
$49.2K -$6.2K -41 -12%
RBC
710
Roble Belko & Company
Pennsylvania
$49K
MCM
711
MV Capital Management
Maryland
$48.9K +$303 +2 +0.7%
PFBT
712
Parkside Financial Bank & Trust
Missouri
$47.7K +$3.33K +22 +8%
CIA
713
Cape Investment Advisory
Georgia
$47.4K +$5.14K +34 +13%
LC
714
Lindbrook Capital
California
$45.1K +$3.33K +22 +9%
LWP
715
Lumature Wealth Partners
Georgia
$42.2K +$1.36K +9 +4%
HWM
716
HighMark Wealth Management
Minnesota
$41.4K +$151 +1 +0.4%
TSW
717
Thompson Siegel & Walmsley
Virginia
$41K
PPWM
718
PFG Private Wealth Management
Florida
$40.7K
AssetMark Inc
719
AssetMark Inc
California
$40.4K
IAS
720
IMA Advisory Services
Colorado
$39.3K
BCM
721
Blume Capital Management
California
$37.9K
Jones Financial Companies
722
Jones Financial Companies
Missouri
$34.8K
OC
723
Oakworth Capital
Alabama
$34K
WB
724
Webster Bank
Connecticut
$33.6K
DWA
725
Dougherty Wealth Advisers
Minnesota
$33.3K