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Bread Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
326
Lake Point Wealth Management
Texas
$59K +$64K +708 New
ASN
327
Advisory Services Network
Georgia
$43K +$47K +520 New
CI Investments Inc
328
CI Investments Inc
Ontario, Canada
$41K +$16.8K +186 +62%
QCG
329
Quadrant Capital Group
Ohio
$36K +$271 +3 +0.7%
PA
330
Parallel Advisors
California
$34K -$1.18K -13 -3%
PFBT
331
Parkside Financial Bank & Trust
Missouri
$34K +$23K +254 +162%
TPCW
332
TD Private Client Wealth
New York
$32.5K -$5.25K -58 -13%
BCA
333
Berman Capital Advisors
Georgia
$30K -$814 -9 -2%
HPC
334
HM Payson & Co
Maine
$24K
ST
335
Sageworth Trust
Pennsylvania
$20K +$21.5K +238 New
LWCFA
336
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K +$19.8K +219 New
CB
337
CNB Bank
Pennsylvania
$17K -$19.7K -218 -51%
BBHC
338
Brown Brothers Harriman & Co
New York
$16K +$2.26K +25 +15%
S
339
SignatureFD
Georgia
$15K -$1.54K -17 -9%
GI
340
Gradient Investments
Minnesota
$13K
LC
341
Lindbrook Capital
California
$13K
FFA
342
Freedman Financial Associates
Massachusetts
$12K
DA
343
Denali Advisors
California
$12K +$11.3K +125 +833%
SAI
344
Systematic Alpha Investments
New Jersey
$11K
CFFP
345
Center for Financial Planning
Michigan
$10K
CWA
346
Clearview Wealth Advisors
Oregon
$10K +$10.4K +115 New
COCM
347
Charter Oak Capital Management
New Hampshire
$9K
GAM
348
Gemmer Asset Management
California
$9K
CP
349
Corbenic Partners
Pennsylvania
$9K +$9.32K +103 New
Loomis, Sayles & Company
350
Loomis, Sayles & Company
Massachusetts
$9K +$9.32K +103 New