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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
751
Roble Belko & Company
Pennsylvania
$53K
MCM
752
MV Capital Management
Maryland
$53K +$177 +1 +0.3%
LC
753
Lindbrook Capital
California
$51.6K +$2.83K +16 +6%
CIA
754
Cape Investment Advisory
Georgia
$51.2K
AWM
755
Avior Wealth Management
Nebraska
$47.8K -$5.31K -30 -10%
TSW
756
Thompson Siegel & Walmsley
Virginia
$45K
HWM
757
HighMark Wealth Management
Minnesota
$45K +$177 +1 +0.4%
Jones Financial Companies
758
Jones Financial Companies
Missouri
$44.9K +$7.26K +41 +20%
PPWM
759
PFG Private Wealth Management
Florida
$44K
ADL
760
Asset Dedication LLC
California
$44K -$18.8K -106 -30%
AssetMark Inc
761
AssetMark Inc
California
$43.7K
IAS
762
IMA Advisory Services
Colorado
$42.4K
HI
763
Harbour Investments
Wisconsin
$41.9K +$8.32K +47 +25%
BCM
764
Blume Capital Management
California
$41K
OC
765
Oakworth Capital
Alabama
$38.3K +$1.59K +9 +4%
TC
766
Truvestments Capital
Florida
$37.2K +$36.8K +208 New
BSC
767
Brown Shipley & Co
United Kingdom
$36.9K -$85.4K -482 -70%
WB
768
Webster Bank
Connecticut
$36.3K
DWA
769
Dougherty Wealth Advisers
Minnesota
$36K
FCAS
770
First Command Advisory Services
Texas
$34K +$33.6K +190 New
HL
771
HeadInvest LLC
Maine
$31.9K +$31.9K +180 New
IRC
772
Investors Research Corp
Georgia
$31.5K
ST
773
Smithfield Trust
Pennsylvania
$30K
PO
774
Private Ocean
California
$29.4K
JWA
775
JFS Wealth Advisors
Pennsylvania
$29.1K +$1.24K +7 +5%