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Bread Financial
BFH

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
326
Beaird Harris Wealth Management
Texas
$5.01K – – –
MI
327
Motiv8 Investments
Florida
$5K +$4.21K +64 New
EP
328
Essential Partners
California
$4.81K +$394 +6 +10%
RTL
329
Red Tortoise LLC
Georgia
$4.44K – – –
PFBT
330
Parkside Financial Bank & Trust
Missouri
$4.37K – – –
MAFA
331
MJT & Associates Financial Advisory
Minnesota
$4.15K – – –
MLA
332
MB, Levis & Associates
Pennsylvania
$3.7K +$3.29K +50 New
JWA
333
JFS Wealth Advisors
Pennsylvania
$3.33K +$986 +15 +50%
KG
334
Kilter Group
New York
$3.33K +$2.56K +39 +650%
FHA
335
Flagship Harbor Advisors
Massachusetts
$3.04K +$2.69K +41 New
KFAS
336
Keating Financial Advisory Services
Kansas
$3.04K +$2.69K +41 New
CI
337
CX Institutional
Indiana
$3K -$23.7K -361 -89%
WA
338
WPG Advisers
Maryland
$2.89K – – –
S
339
SignatureFD
Georgia
$2.59K -$329 -5 -13%
TCOV
340
Trust Company of Vermont
Vermont
$2.52K – – –
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$2.15K – – –
TWD
342
True Wealth Design
Ohio
$2.07K +$394 +6 +27%
CWM
343
Consultiva Wealth Management
Puerto Rico
$2K – – –
HPC
344
HM Payson & Co
Maine
$1.78K – – –
BFS
345
Bare Financial Services
Pennsylvania
$1.78K +$526 +8 +50%
NEWAS
346
N.E.W. Advisory Services
Wisconsin
$1.7K – – –
AA
347
Ancora Advisors
Ohio
$1.7K +$1.51K +23 New
SC
348
Swan Capital
Florida
$1.63K – – –
SS
349
SBI Securities
Japan
$1.55K -$657 -10 -32%
BTI
350
Blue Trust Inc
Georgia
$1.55K +$1.38K +21 New
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