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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
826
Geneos Wealth Management
Colorado
$59.9K -$5.05M -25,058 -99%
Lazard Asset Management
827
Lazard Asset Management
New York
$56K +$33.9K +168 +157%
CIA
828
Cape Investment Advisory
Georgia
$54.5K -$1.81K -9 -3%
HWM
829
HighMark Wealth Management
Minnesota
$51.9K +$202 +1 +0.4%
AssetMark Inc
830
AssetMark Inc
California
$51.6K +$1.61K +8 +3%
Jones Financial Companies
831
Jones Financial Companies
Missouri
$51.5K +$4.03K +20 +9%
ADL
832
Asset Dedication LLC
California
$51K -$7.46K -37 -13%
PPWM
833
PFG Private Wealth Management
Florida
$50.4K
BCM
834
Blume Capital Management
California
$46.9K
TC
835
Truvestments Capital
Florida
$42.9K +$202 +1 +0.5%
BSC
836
Brown Shipley & Co
United Kingdom
$42K +$202 +1 +0.5%
SAM
837
Smartleaf Asset Management
Massachusetts
$38.7K +$38.3K +190 New
FWM
838
FSA Wealth Management
Massachusetts
$37.5K
MCM
839
Manchester Capital Management
Vermont
$34.8K +$1.01K +5 +3%
ST
840
Smithfield Trust
Pennsylvania
$34K
NCTC
841
New Covenant Trust Company
Indiana
$33.8K +$33.3K +165 New
SCA
842
Stuart Chaussee & Associates
California
$33.4K
JWA
843
JFS Wealth Advisors
Pennsylvania
$31.8K
LF
844
LifeSteps Financial
California
$31.8K +$31.3K +155 New
SSB
845
Sandy Spring Bank
Maryland
$31.3K
OAJ
846
Ogorek Anthony Joseph
New York
$31K
RCM
847
Raleigh Capital Management
North Carolina
$30.3K +$27.8K +138 +1,380%
OIAM
848
OFI Invest Asset Management
France
$28.1K +$403 +2 +1%
RIL
849
Rothschild Investment LLC
Illinois
$27.5K +$1.61K +8 +6%
GI
850
Gradient Investments
Minnesota
$25.9K -$64.5K -320 -72%