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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Livforsakringsbolaget Skandia
801
Livforsakringsbolaget Skandia
Sweden
$63K +$37.8K +205 +205%
Montag & Associates
802
Montag & Associates
Georgia
$62K – – –
HIA
803
Harbor Investment Advisory
Maryland
$61.7K +$32.3K +175 +140%
MCM
804
MV Capital Management
Maryland
$61.3K +$369 +2 +0.7%
RBC
805
Roble Belko & Company
Pennsylvania
$61K – – –
ADL
806
Asset Dedication LLC
California
$59K +$6.83K +37 +15%
CIA
807
Cape Investment Advisory
Georgia
$56.6K -$2.03K -11 -4%
HWM
808
HighMark Wealth Management
Minnesota
$51.9K +$184 +1 +0.4%
Thompson Siegel & Walmsley
809
Thompson Siegel & Walmsley
Virginia
$51K – – –
PPWM
810
PFG Private Wealth Management
Florida
$50.6K – – –
AssetMark Inc
811
AssetMark Inc
California
$50.2K – – –
Jones Financial Companies
812
Jones Financial Companies
Missouri
$47.5K -$3.69K -20 -8%
BCM
813
Blume Capital Management
California
$47.1K – – –
OC
814
Oakworth Capital
Alabama
$44K – – –
TC
815
Truvestments Capital
Florida
$42.9K +$184 +1 +0.5%
BSC
816
Brown Shipley & Co
United Kingdom
$42.4K – – –
WB
817
Webster Bank
Connecticut
$41.8K – – –
DWA
818
Dougherty Wealth Advisers
Minnesota
$41.4K – – –
AFS
819
Annapolis Financial Services
Maryland
$41.1K -$18.4K -100 -33%
Avior Wealth Management
820
Avior Wealth Management
Nebraska
$41.1K -$12.4K -67 -25%
FPB
821
First PREMIER Bank
South Dakota
$40K +$36K +195 New
First Command Advisory Services
822
First Command Advisory Services
Texas
$39.1K – – –
Exchange Traded Concepts
823
Exchange Traded Concepts
Oklahoma
$39.1K +$35.1K +190 New
FWM
824
FSA Wealth Management
Massachusetts
$38K +$33.8K +183 New
BWM
825
BKM Wealth Management
Wisconsin
$37.4K +$33.6K +182 New