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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
726
Lumature Wealth Partners
Georgia
$20K +$10K +59 +95%
CPC
727
Consolidated Planning Corp
Georgia
$20K +$20.6K +121 New
MFA
728
McClarren Financial Advisors
Pennsylvania
$18K – – –
ATC
729
Adirondack Trust Company
New York
$18K +$17K +100 New
MWM
730
Mascoma Wealth Management
New Hampshire
$18K +$18.9K +111 New
CHA
731
Carmichael Hill & Associates
Maryland
$17K – – –
EWM
732
Endurance Wealth Management
Rhode Island
$17K – – –
KPCM
733
Kings Point Capital Management
New York
$17K – – –
M
734
MOTCO
Texas
$17K – – –
OC
735
Oakworth Capital
Alabama
$17K +$17K +100 New
IBOK
736
Independence Bank of Kentucky
Kentucky
$16K – – –
Capital Analysts LLC
737
Capital Analysts LLC
Pennsylvania
$15K – – –
TWM
738
Tradition Wealth Management
Minnesota
$15K – – –
CA
739
Crewe Advisors
Utah
$14K – – –
SWA
740
SOA Wealth Advisors
New York
$14K – – –
BWM
741
Baystate Wealth Management
Massachusetts
$13K – – –
WBC
742
West Branch Capital
Massachusetts
$13K – – –
EI
743
Ellevest Inc
New York
$13K +$4.43K +26 +50%
CAL
744
Capital Advisors Ltd
Ohio
$13K +$13.8K +81 New
KTC
745
Kistler-Tiffany Companies
Pennsylvania
$12K -$7.66K -45 -38%
Allworth Financial
746
Allworth Financial
California
$11K – – –
AFS
747
Annapolis Financial Services
Maryland
$10K – – –
Farmers & Merchants Investments Inc
748
Farmers & Merchants Investments Inc
Nebraska
$10K +$170 +1 +2%
WWMSC
749
Wagner Wealth Management (South Carolina)
South Carolina
$9K – – –
Global Retirement Partners
750
Global Retirement Partners
California
$8K -$1.02K -6 -11%