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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
751
Hexagon Capital Partners
Arkansas
$9K +$1.89K +13 +28%
ME
752
McIlrath & Eck
Washington
$8K – – –
SNT
753
Security National Trust
West Virginia
$8K – – –
VAIA
754
Virtus Alternative Investment Advisers
Connecticut
$7K -$5.95K -41 -49%
CFFP
755
Center for Financial Planning
Michigan
$7K – – –
DAM
756
Delta Asset Management
Tennessee
$7K – – –
EARNEST Partners
757
EARNEST Partners
Georgia
$7K – – –
EFSCE
758
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$435 +3 +8%
MRCM
759
M&R Capital Management
New Jersey
$5K – – –
Thompson Siegel & Walmsley
760
Thompson Siegel & Walmsley
Virginia
$5K – – –
Jones Financial Companies
761
Jones Financial Companies
Missouri
$5K +$4.64K +32 New
SIAG
762
Safeguard Investment Advisory Group
California
$5K +$5.08K +35 New
SWA
763
Sutton Wealth Advisors
Florida
$4.9K +$725 +5 +19%
RG
764
Retirement Group
California
$4K -$145 -1 -3%
ACM
765
AUA Capital Management
Pennsylvania
$4K – – –
VCM
766
Versant Capital Management
Arizona
$4K – – –
JMF
767
Johnson Midwest Financial
Iowa
$4K +$3.63K +25 New
JWM
768
Janiczek Wealth Management
Colorado
$4K +$4.06K +28 New
Freestone Capital Holdings
769
Freestone Capital Holdings
Washington
$3.22K – – –
EIM
770
Essex Investment Management
Massachusetts
$3K -$11.8K -81 -82%
EWA
771
Evolution Wealth Advisors
Florida
$3K – – –
TFS
772
TrustCore Financial Services
Tennessee
$3K – – –
CWP
773
Concord Wealth Partners
Virginia
$3K +$2.47K +17 New
BWA
774
BDO Wealth Advisors
Florida
$2K – – –
EW
775
Evoke Wealth
California
$2K – – –