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Bread Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
301
Allworth Financial
California
$2K +$4.63K +68 New
AF
302
Advisornet Financial
Minnesota
$2K +$6.06K +89 New
EW
303
Evoke Wealth
California
$1.18K +$2.72K +40 +1,000%
Migdal Insurance & Financial Holdings
304
Migdal Insurance & Financial Holdings
Israel
$1K -$76.6K -1,125 -97%
SBL
305
Sargent Bickham Lagudis
Colorado
$1K -$5.11K -75 -60%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
EARNEST Partners
307
EARNEST Partners
Georgia
$1K – – –
EIM
308
Essex Investment Management
Massachusetts
$1K – – –
Farmers & Merchants Investments Inc
309
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
MF
310
Manchester Financial
California
$1K – – –
TCM
311
Tradewinds Capital Management
Washington
$1K – – –
VCP
312
Verus Capital Partners
Arizona
$1K – – –
EIP
313
Ellis Investment Partners
Pennsylvania
$1K +$68 +1 +1%
Brandywine Global Investment Management
314
Brandywine Global Investment Management
Pennsylvania
$1K +$272 +4 +67%
IFP Advisors
315
IFP Advisors
Florida
$1K +$1.16K +17 +155%
SFSIG
316
San Francisco Sentry Investment Group
California
$1K +$1.57K +23 New
Bartlett & Co
317
Bartlett & Co
Ohio
$1K +$1.91K +28 New
GWS
318
Glassman Wealth Services
Virginia
$1K +$2.45K +36 New
EFSCE
319
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$2.72K +40 New
LC
320
Lindbrook Capital
California
$1K +$3.34K +49 New
Bartlett & Co Wealth Management
321
Bartlett & Co Wealth Management
Ohio
$740 – – –
RWM
322
Raffa Wealth Management
District of Columbia
$135 – – –
OFM
323
Okumus Fund Management
Cayman Islands
– -$153M -1,708,706 Closed
Azora Capital LP
324
Azora Capital LP
Florida
– -$62.9M -701,906 Closed
Cooke & Bieler
325
Cooke & Bieler
Pennsylvania
– -$53.8M -601,028 Closed