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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
CH
801
Cromwell Holdings
Wyoming
$67.8K +$68K +343 New
FPB
802
First PREMIER Bank
South Dakota
$65K – – –
WTC
803
WhitTier Trust Company
Nevada
$63.2K -$29.6K -149 -32%
TWC
804
TD Waterhouse Canada
Ontario, Canada
$62.9K -$14.1K -71 -18%
HPC
805
HM Payson & Co
Maine
$61.7K -$9.92K -50 -14%
BF
806
BOK Financial
Oklahoma
$61.1K -$14.3K -72 -19%
LS
807
Livforsakringsbolaget Skandia
Sweden
$60.3K – – –
HFM
808
Harvest Fund Management
China
$60K -$183K -925 -75%
MA
809
Montag & Associates
Georgia
$59.3K – – –
MCM
810
MV Capital Management
Maryland
$58.5K +$595 +3 +1%
RBC
811
Roble Belko & Company
Pennsylvania
$58K – – –
AssetMark Inc
812
AssetMark Inc
California
$57.1K +$7.54K +38 +15%
RA
813
Ransom Advisory
Rhode Island
$56.5K +$56.9K +287 New
HWM
814
HighMark Wealth Management
Minnesota
$50.1K +$198 +1 +0.4%
CA
815
Crewe Advisors
Utah
$50K +$36.9K +186 +274%
SAM
816
Smartleaf Asset Management
Massachusetts
$49.6K +$11.7K +59 +31%
PPWM
817
PFG Private Wealth Management
Florida
$48.5K – – –
BCM
818
Blume Capital Management
California
$45.1K – – –
TWP
819
Triad Wealth Partners
Kansas
$43.7K +$44K +222 New
CIA
820
Cape Investment Advisory
Georgia
$42.6K -$9.92K -50 -19%
AWM
821
Avior Wealth Management
Nebraska
$41.8K -$100K -505 -70%
ACM
822
Anfield Capital Management
California
$38.6K +$38.9K +196 New
GWM
823
Geneos Wealth Management
Colorado
$37.5K -$20.2K -102 -35%
TFF
824
The Family Firm
Maryland
$36.5K +$36.7K +185 New
ST
825
Smithfield Trust
Pennsylvania
$34K – – –