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Bread Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WBWA
376
William B. Walkup & Associates
South Carolina
$3.58K +$2.96K +33 New
BFS
377
Bare Financial Services
Pennsylvania
$3.14K +$449 +5 +21%
AG
378
AmeriFlex Group
Nevada
$3.14K +$2.6K +29 New
MSWM
379
Mowery & Schoenfeld Wealth Management
Illinois
$3.03K – – –
CWM
380
Consultiva Wealth Management
Puerto Rico
$2.92K – – –
BWA
381
Basecamp Wealth Advisors
Washington
$2.71K +$1.53K +17 +213%
HPC
382
HM Payson & Co
Maine
$2.6K – – –
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$2.6K – – –
NEWAS
384
N.E.W. Advisory Services
Wisconsin
$2.49K – – –
GFA
385
Godfrey Financial Associates
New York
$2.38K – – –
MAFA
386
MJT & Associates Financial Advisory
Minnesota
$2.38K – – –
KG
387
Kilter Group
New York
$2.38K +$180 +2 +10%
BTI
388
Blue Trust Inc
Georgia
$2.27K -$449 -5 -19%
MNA
389
Manning & Napier Advisors
New York
$2.17K +$1.8K +20 New
BGAI
390
Bruce G. Allen Investments
Colorado
$2.17K – – –
RWS
391
Retirement Wealth Solutions
Wisconsin
$2.06K – – –
CCMI
392
Creative Capital Management Investments
California
$1.95K +$1.62K +18 New
HNB
393
Huntington National Bank
Ohio
$1.52K – – –
BHWM
394
Bay Harbor Wealth Management
Maryland
$1.52K +$539 +6 +75%
RWM
395
Rialto Wealth Management
New York
$1.41K -$90 -1 -7%
PWMG
396
Prestige Wealth Management Group
New Jersey
$1.41K +$180 +2 +18%
PA
397
Parallel Advisors
California
$1.41K +$1.17K +13 New
PMFA
398
Plante Moran Financial Advisors
Michigan
$1.41K +$1.17K +13 New
DPW
399
DiNuzzo Private Wealth
Pennsylvania
$1.3K +$90 +1 +9%
CJ
400
Caitlin John
Michigan
$1.3K – – –