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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
Selective Wealth Management
Virginia
$8K – – –
SWA
752
Sutton Wealth Advisors
Florida
$6.83K – – –
BMD
753
Better Money Decisions
New Mexico
$6K – – –
MRCM
754
M&R Capital Management
New Jersey
$6K – – –
Thompson Siegel & Walmsley
755
Thompson Siegel & Walmsley
Virginia
$6K – – –
LWA
756
Lenox Wealth Advisors
New York
$6K +$681 +4 +11%
Clearstead Advisors
757
Clearstead Advisors
Ohio
$6K +$852 +5 +17%
FPS
758
Fieldpoint Private Securities
Connecticut
$6K +$5.79K +34 New
CFA
759
Carroll Financial Associates
North Carolina
$5K -$22K -129 -78%
BIA
760
Bell Investment Advisors
California
$5K +$4.77K +28 New
VCM
761
Versant Capital Management
Arizona
$4K -$170 -1 -4%
ACM
762
AUA Capital Management
Pennsylvania
$4K – – –
FMP
763
Financial Management Professionals
Texas
$4K – – –
JFA
764
JNBA Financial Advisors
Minnesota
$4K – – –
JMF
765
Johnson Midwest Financial
Iowa
$4K – – –
RA
766
Resolute Advisors
California
$4K – – –
Capstone Investment Advisors
767
Capstone Investment Advisors
New York
$4K +$4.26K +25 New
EIM
768
Essex Investment Management
Massachusetts
$3K – – –
EWA
769
Evolution Wealth Advisors
Florida
$3K – – –
TFS
770
TrustCore Financial Services
Tennessee
$3K – – –
UFF
771
USA Financial Formulas
Michigan
$3K – – –
FFA
772
Freedman Financial Associates
Massachusetts
$3K +$3.07K +18 New
SIM
773
Sonora Investment Management
Arizona
$3K +$3.24K +19 New
MG
774
MilWealth Group
Wisconsin
$2.67K +$2.73K +16 New
HIA
775
Harbor Investment Advisory
Maryland
$2K – – –