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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PSB
726
Piscataqua Savings Bank
New Hampshire
$20K – – –
PP
727
PrairieView Partners
Minnesota
$20K +$7.83K +49 +65%
KTC
728
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
MFA
729
McClarren Financial Advisors
Pennsylvania
$18K +$18.1K +113 New
CHA
730
Carmichael Hill & Associates
Maryland
$17K – – –
EWM
731
Endurance Wealth Management
Rhode Island
$16K – – –
KPCM
732
Kings Point Capital Management
New York
$16K – – –
M
733
MOTCO
Texas
$16K – – –
IBOK
734
Independence Bank of Kentucky
Kentucky
$15K – – –
TWM
735
Tradition Wealth Management
Minnesota
$15K – – –
SIM
736
Sentry Investment Management
Wisconsin
$14K -$180K -1,125 -93%
CAL
737
Capital Analysts LLC
Pennsylvania
$14K – – –
CA
738
Crewe Advisors
Utah
$14K – – –
SL
739
Savior LLC
Massachusetts
$14K – – –
SWA
740
SOA Wealth Advisors
New York
$14K +$12.9K +81 +900%
BWM
741
Baystate Wealth Management
Massachusetts
$13K – – –
WQ
742
Wealth Quarterback
New Jersey
$12K +$11.5K +72 New
WBC
743
West Branch Capital
Massachusetts
$12K +$12.3K +77 New
AF
744
Allworth Financial
California
$11K -$4.63K -29 -30%
CP
745
Castleview Partners
Texas
$11K +$11.2K +70 New
NFG
746
Next Financial Group
Texas
$10K -$1.28K -8 -11%
LWP
747
Lumature Wealth Partners
Georgia
$10K +$5.59K +35 +130%
AFS
748
Annapolis Financial Services
Maryland
$10K +$9.75K +61 New
GRP
749
Global Retirement Partners
California
$9K -$1.44K -9 -14%
FMII
750
Farmers & Merchants Investments Inc
Nebraska
$9K – – –