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Bread Financial
BFH

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
351
Mowery & Schoenfeld Wealth Management
Illinois
$2.1K +$2.06K +28 New
CWM
352
Consultiva Wealth Management
Puerto Rico
$2.02K – – –
BTI
353
Blue Trust Inc
Georgia
$1.95K +$368 +5 +24%
HPC
354
HM Payson & Co
Maine
$1.8K – – –
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$1.8K -$368 -5 -17%
BFS
356
Bare Financial Services
Pennsylvania
$1.8K – – –
AA
357
Ancora Advisors
Ohio
$1.72K – – –
NEWAS
358
N.E.W. Advisory Services
Wisconsin
$1.72K – – –
MAFA
359
MJT & Associates Financial Advisory
Minnesota
$1.65K -$2.5K -34 -61%
GFA
360
Godfrey Financial Associates
New York
$1.65K +$368 +5 +29%
SS
361
SBI Securities
Japan
$1.57K – – –
TCM
362
Triumph Capital Management
Colorado
$1.57K +$1.55K +21 New
KG
363
Kilter Group
New York
$1.5K -$1.84K -25 -56%
BGAI
364
Bruce G. Allen Investments
Colorado
$1.5K – – –
RWS
365
Retirement Wealth Solutions
Wisconsin
$1.42K -$74 -1 -5%
SIC
366
SJS Investment Consulting
Ohio
$1.27K +$737 +10 +143%
RWM
367
Rialto Wealth Management
New York
$1.05K +$810 +11 +367%
HNB
368
Huntington National Bank
Ohio
$1.05K – – –
SS
369
Sunbelt Securities
Texas
$1.05K – – –
CJ
370
Caitlin John
Michigan
$899 – – –
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$878 +$884 +12 New
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$824 – – –
PWMG
373
Prestige Wealth Management Group
New Jersey
$824 +$810 +11 New
CFD
374
Creative Financial Designs
Indiana
$749 – – –
GWM
375
Gilpin Wealth Management
Colorado
$749 +$368 +5 +100%
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