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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MA
801
Montag & Associates
Georgia
$62K
HIA
802
Harbor Investment Advisory
Maryland
$61.7K +$32.3K +175 +140%
MCM
803
MV Capital Management
Maryland
$61.3K +$369 +2 +0.7%
RBC
804
Roble Belko & Company
Pennsylvania
$61K
ADL
805
Asset Dedication LLC
California
$59K +$6.83K +37 +15%
CIA
806
Cape Investment Advisory
Georgia
$56.6K -$2.03K -11 -4%
HWM
807
HighMark Wealth Management
Minnesota
$51.9K +$184 +1 +0.4%
TSW
808
Thompson Siegel & Walmsley
Virginia
$51K
PPWM
809
PFG Private Wealth Management
Florida
$50.6K
AssetMark Inc
810
AssetMark Inc
California
$50.2K
Jones Financial Companies
811
Jones Financial Companies
Missouri
$47.5K -$3.69K -20 -8%
BCM
812
Blume Capital Management
California
$47.1K
OC
813
Oakworth Capital
Alabama
$44K
TC
814
Truvestments Capital
Florida
$42.9K +$184 +1 +0.5%
BSC
815
Brown Shipley & Co
United Kingdom
$42.4K
WB
816
Webster Bank
Connecticut
$41.8K
DWA
817
Dougherty Wealth Advisers
Minnesota
$41.4K
AFS
818
Annapolis Financial Services
Maryland
$41.1K -$18.4K -100 -33%
AWM
819
Avior Wealth Management
Nebraska
$41.1K -$12.4K -67 -25%
FPB
820
First PREMIER Bank
South Dakota
$40K +$36K +195 New
FCAS
821
First Command Advisory Services
Texas
$39.1K
ETC
822
Exchange Traded Concepts
Oklahoma
$39.1K +$35.1K +190 New
FWM
823
FSA Wealth Management
Massachusetts
$38K +$33.8K +183 New
BWM
824
BKM Wealth Management
Wisconsin
$37.4K +$33.6K +182 New
CWP
825
Concord Wealth Partners
Virginia
$36.6K -$88.4K -479 -73%