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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
826
MV Capital Management
Maryland
$60.2K -$807 -4 -1%
RBC
827
Roble Belko & Company
Pennsylvania
$60K – – –
Geneos Wealth Management
828
Geneos Wealth Management
Colorado
$59.9K -$5.05M -25,058 -99%
Lazard Asset Management
829
Lazard Asset Management
New York
$56K +$33.9K +168 +157%
CIA
830
Cape Investment Advisory
Georgia
$54.5K -$1.81K -9 -3%
HWM
831
HighMark Wealth Management
Minnesota
$51.9K +$202 +1 +0.4%
AssetMark Inc
832
AssetMark Inc
California
$51.6K +$1.61K +8 +3%
Jones Financial Companies
833
Jones Financial Companies
Missouri
$51.5K +$4.03K +20 +9%
ADL
834
Asset Dedication LLC
California
$51K -$7.46K -37 -13%
PPWM
835
PFG Private Wealth Management
Florida
$50.4K – – –
BCM
836
Blume Capital Management
California
$46.9K – – –
TC
837
Truvestments Capital
Florida
$42.9K +$202 +1 +0.5%
BSC
838
Brown Shipley & Co
United Kingdom
$42K +$202 +1 +0.5%
Smartleaf Asset Management
839
Smartleaf Asset Management
Massachusetts
$38.7K +$38.3K +190 New
FWM
840
FSA Wealth Management
Massachusetts
$37.5K – – –
MCM
841
Manchester Capital Management
Vermont
$34.8K +$1.01K +5 +3%
Smithfield Trust
842
Smithfield Trust
Pennsylvania
$34K – – –
NCTC
843
New Covenant Trust Company
Indiana
$33.8K +$33.3K +165 New
SCA
844
Stuart Chaussee & Associates
California
$33.4K – – –
JWA
845
JFS Wealth Advisors
Pennsylvania
$31.8K – – –
LF
846
LifeSteps Financial
California
$31.8K +$31.3K +155 New
SSB
847
Sandy Spring Bank
Maryland
$31.3K – – –
OAJ
848
Ogorek Anthony Joseph
New York
$31K – – –
RCM
849
Raleigh Capital Management
North Carolina
$30.3K +$27.8K +138 +1,380%
OFI Invest Asset Management
850
OFI Invest Asset Management
France
$28.1K +$403 +2 +1%