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Bread Financial
BFH

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
351
Bell Investment Advisors
California
$10.2K – – –
CA
352
Clearstead Advisors
Ohio
$9.43K +$7.81K +87 New
MCM
353
Manchester Capital Management
Vermont
$9.1K – – –
KFAS
354
Keating Financial Advisory Services
Kansas
$8.78K +$90 +1 +1%
PWMG
355
Private Wealth Management Group
New Jersey
$8.67K – – –
CFO
356
CVA Family Office
Colorado
$8.56K +$539 +6 +8%
S
357
Sachetta
Massachusetts
$8.34K +$6.92K +77 New
CMA
358
Cedar Mountain Advisors
Oregon
$8.02K – – –
PJC
359
Phillip James Consulting
Minnesota
$7.69K – – –
WA
360
WPG Advisers
Maryland
$7.48K +$2.42K +27 +64%
BHWM
361
Beaird Harris Wealth Management
Texas
$7.33K – – –
CA
362
Continuum Advisory
Idaho
$7.15K +$5.93K +66 New
MAM
363
Meeder Asset Management
Ohio
$6.83K -$643K -7,163 -99%
TM
364
Torren Management
California
$6.63K – – –
HI
365
Harbour Investments
Wisconsin
$6.07K -$1.71K -19 -25%
JWA
366
JFS Wealth Advisors
Pennsylvania
$6.07K +$988 +11 +24%
OCWP
367
Owl Creek Wealth Partners
Colorado
$5.96K – – –
TWD
368
True Wealth Design
Ohio
$5.74K +$1.8K +20 +61%
RF
369
Rossby Financial
Florida
$5.63K – – –
KFA
370
Kelleher Financial Advisors
New York
$5.53K +$4.58K +51 New
SIC
371
SJS Investment Consulting
Ohio
$4.33K +$2.07K +23 +135%
S
372
SignatureFD
Georgia
$3.79K – – –
SS
373
SBI Securities
Japan
$3.79K +$1.26K +14 +67%
TCOV
374
Trust Company of Vermont
Vermont
$3.68K +$3.05K +34 New
WBWA
375
William B. Walkup & Associates
South Carolina
$3.58K +$2.96K +33 New
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