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Bread Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MF
326
Manchester Financial
California
$2K
BC
327
Bartlett & Co
Ohio
$2K +$151 +3 +11%
JMF
328
Johnson Midwest Financial
Iowa
$2K +$1.31K +26 New
PFO
329
Pathstone Family Office
New Jersey
$2K +$2.01K +40 New
FF
330
FourThought Financial
Florida
$2K +$2.06K +41 New
BCWM
331
Bartlett & Co Wealth Management
Ohio
$1.85K +$151 +3 +11%
TSW
332
Thompson Siegel & Walmsley
Virginia
$1K -$4.05M -80,542 -100%
ASN
333
Advisory Services Network
Georgia
$1K -$20.5K -408 -96%
TFO
334
Tarbox Family Office
California
$1K -$251 -5 -19%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$1K
CFGS
336
Concourse Financial Group Securities
Alabama
$1K
CFB
337
Cullen/Frost Bankers
Texas
$1K
MA
338
MCF Advisors
Kentucky
$1K
TFM
339
TFC Financial Management
Massachusetts
$1K
CI
340
CX Institutional
Indiana
$1K +$503 +10 New
TWM
341
Tradition Wealth Management
Minnesota
$1K +$503 +10 New
PWPS
342
Pinnacle Wealth Planning Services
Ohio
$1K +$553 +11 New
PWMG
343
Prestige Wealth Management Group
New Jersey
$1K +$704 +14 New
AW
344
Avion Wealth
Texas
$1K +$905 +18 New
FPS
345
Fieldpoint Private Securities
Connecticut
$1K +$1.26K +25 New
RWM
346
Raffa Wealth Management
District of Columbia
$296
MSL
347
Mackay Shields LLC
New York
-$4.7M -140,164 Closed
IP
348
Interval Partners
New York
-$3.63M -108,217 Closed
SSA
349
Schonfeld Strategic Advisors
New York
-$3.19M -95,091 Closed
AL
350
AJO LP
Pennsylvania
-$2.7M -80,534 Closed