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Bread Financial
BFH

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
301
N.E.W. Advisory Services
Wisconsin
$1.45K +$1.65K +29 New
CWM
302
Consultiva Wealth Management
Puerto Rico
$1.35K – – –
LC
303
Lindbrook Capital
California
$1.35K – – –
BGAI
304
Bruce G. Allen Investments
Colorado
$1.25K – – –
HPC
305
HM Payson & Co
Maine
$1.2K – – –
TWD
306
True Wealth Design
Ohio
$1.15K -$2.84K -50 -68%
VWM
307
Valley Wealth Managers
New Jersey
$1.15K – – –
AF
308
Allworth Financial
California
$1.08K – – –
SO
309
Sierra Ocean
California
$1.05K – – –
SC
310
Stephens Consulting
Michigan
$1K +$1.14K +20 New
PMAM
311
Picton Mahoney Asset Management
Ontario, Canada
$1K -$28.4K -500 -95%
HNB
312
Huntington National Bank
Ohio
$951 – – –
BFS
313
Bare Financial Services
Pennsylvania
$801 +$909 +16 New
SS
314
SBI Securities
Japan
$551 +$398 +7 +175%
CIAM
315
Caitong International Asset Management
Hong Kong
$551 +$625 +11 New
DPW
316
DiNuzzo Private Wealth
Pennsylvania
$501 – – –
CFD
317
Creative Financial Designs
Indiana
$501 +$568 +10 New
SIC
318
SJS Investment Consulting
Ohio
$351 – – –
GFPC
319
Global Financial Private Client
Florida
$250 +$114 +2 +67%
AWM
320
Abound Wealth Management
Tennessee
$201 -$114 -2 -33%
HIA
321
HFM Investment Advisors
New Jersey
$151 +$170 +3 New
ADL
322
Asset Dedication LLC
California
$101 – – –
PWM
323
Parkworth Wealth Management
California
$100 – – –
BHWM
324
Bay Harbor Wealth Management
Maryland
$50 +$57 +1 New
ACL
325
Azora Capital LP
Florida
– -$13.5M -221,823 Closed
11 12
13
14 15