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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
Connectus Wealth
851
Connectus Wealth
Ohio
$18.3K +$16.4M +88,774 New
CCA
852
Criterion Capital Advisors
Tennessee
$18.1K +$16.2K +88 New
Capital Analysts LLC
853
Capital Analysts LLC
Pennsylvania
$18K – – –
BWM
854
Baystate Wealth Management
Massachusetts
$17.1K +$184 +1 +1%
Farmers & Merchants Investments Inc
855
Farmers & Merchants Investments Inc
Nebraska
$16.7K – – –
FFA
856
Fairfield Financial Advisors
Massachusetts
$16.5K – – –
CFO
857
CVA Family Office
Colorado
$16.5K +$14.8K +80 New
NBT
858
Northwest Bank & Trust
Iowa
$16K +$14.4K +78 New
WBC
859
West Branch Capital
Massachusetts
$15.8K – – –
Salem Investment Counselors
860
Salem Investment Counselors
North Carolina
$15.5K – – –
FUBT
861
First United Bank & Trust
Maryland
$13.2K +$11.8K +64 New
CMP
862
Coston McIsaac & Partners
Maine
$13K – – –
JWM
863
Janiczek Wealth Management
Colorado
$11.7K +$10.5K +57 New
CPG
864
Cornerstone Planning Group
New Jersey
$10.7K – – –
VWM
865
Valley Wealth Managers
New Jersey
$10.7K – – –
AGWCA
866
Annis Gardner Whiting Capital Advisors
Florida
$10.5K +$2.77K +15 +42%
NMG
867
New Millennium Group
Utah
$10.5K -$738 -4 -7%
TSWM
868
Tyler-Stone Wealth Management
Ohio
$10.5K – – –
TCOV
869
Trust Company of Vermont
Vermont
$10.3K -$146K -789 -94%
GBT
870
Grove Bank & Trust
Florida
$10.3K – – –
PWMG
871
Private Wealth Management Group
New Jersey
$10.1K +$9.04K +49 New
PP
872
PrairieView Partners
Minnesota
$10K – – –
SL
873
Salomon & Ludwin
Virginia
$9.67K – – –
AF
874
Advisornet Financial
Minnesota
$9.26K +$4.06K +22 +96%
FFO
875
Fortitude Family Office
Arizona
$9.26K +$8.3K +45 New