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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
OC
751
Oakworth Capital
Alabama
$18K
AIP
752
Ahrens Investment Partners
Louisiana
$18K +$17.6K +100 New
RPCONE
753
Retirement Planning Company of New England
Rhode Island
$18K +$17.6K +100 New
IBOK
754
Independence Bank of Kentucky
Kentucky
$17K
TWM
755
Tradition Wealth Management
Minnesota
$17K +$527 +3 +3%
AWM
756
Atticus Wealth Management
Florida
$17K +$16.7K +95 New
CAL
757
Capital Analysts LLC
Pennsylvania
$16K
CA
758
Crewe Advisors
Utah
$16K
SWA
759
SOA Wealth Advisors
New York
$16K
LC
760
Lavaca Capital
Texas
$16K +$2.64M +15,000 New
Manulife (Manufacturers Life Insurance)
761
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.9K -$3.33M -18,951 -18%
BWM
762
Baystate Wealth Management
Massachusetts
$15K +$176 +1 +1%
CAL
763
Capital Advisors Ltd
Ohio
$15K +$352 +2 +2%
WBC
764
West Branch Capital
Massachusetts
$14K
KTC
765
Kistler-Tiffany Companies
Pennsylvania
$13K
FMII
766
Farmers & Merchants Investments Inc
Nebraska
$11K
SCA
767
Snowden Capital Advisors
New York
$10K -$343K -1,954 -97%
RG
768
Retirement Group
California
$10K +$9.84K +56 New
CM
769
Cornerstone Management
Georgia
$9.87K +$9.49K +54 New
ST
770
Sageworth Trust
Pennsylvania
$9K -$29.9K -170 -77%
SWM
771
Selective Wealth Management
Virginia
$9K
WWMSC
772
Wagner Wealth Management (South Carolina)
South Carolina
$9K
LWA
773
Lenox Wealth Advisors
New York
$9K +$1.76K +10 +26%
SFO
774
Standard Family Office
South Dakota
$9K +$8.26K +47 New
CWS
775
Confluence Wealth Services
Pennsylvania
$9K +$8.79K +50 New