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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
751
Mascoma Wealth Management
New Hampshire
$20K – – –
CHA
752
Carmichael Hill & Associates
Maryland
$19K – – –
EWM
753
Endurance Wealth Management
Rhode Island
$18K – – –
KPCM
754
Kings Point Capital Management
New York
$18K – – –
M
755
MOTCO
Texas
$18K – – –
OC
756
Oakworth Capital
Alabama
$18K – – –
AIP
757
Ahrens Investment Partners
Louisiana
$18K +$17.6K +100 New
RPCONE
758
Retirement Planning Company of New England
Rhode Island
$18K +$17.6K +100 New
IBOK
759
Independence Bank of Kentucky
Kentucky
$17K – – –
TWM
760
Tradition Wealth Management
Minnesota
$17K +$527 +3 +3%
AWM
761
Atticus Wealth Management
Florida
$17K +$16.7K +95 New
Capital Analysts LLC
762
Capital Analysts LLC
Pennsylvania
$16K – – –
CA
763
Crewe Advisors
Utah
$16K – – –
SWA
764
SOA Wealth Advisors
New York
$16K – – –
LC
765
Lavaca Capital
Texas
$16K +$2.64M +15,000 New
BWM
766
Baystate Wealth Management
Massachusetts
$15K +$176 +1 +1%
CAL
767
Capital Advisors Ltd
Ohio
$15K +$352 +2 +2%
WBC
768
West Branch Capital
Massachusetts
$14K – – –
KTC
769
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
Farmers & Merchants Investments Inc
770
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
SCA
771
Snowden Capital Advisors
New York
$10K -$343K -1,954 -97%
RG
772
Retirement Group
California
$10K +$9.84K +56 New
CM
773
Cornerstone Management
Georgia
$9.87K +$9.49K +54 New
Sageworth Trust
774
Sageworth Trust
Pennsylvania
$9K -$29.9K -170 -77%
SWM
775
Selective Wealth Management
Virginia
$9K – – –