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Bread Financial
BFH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
376
Bare Financial Services
Pennsylvania
$3.14K +$449 +5 +21%
AG
377
AmeriFlex Group
Nevada
$3.14K +$2.6K +29 New
MSWM
378
Mowery & Schoenfeld Wealth Management
Illinois
$3.03K – – –
CWM
379
Consultiva Wealth Management
Puerto Rico
$2.92K – – –
BWA
380
Basecamp Wealth Advisors
Washington
$2.71K +$1.53K +17 +213%
HPC
381
HM Payson & Co
Maine
$2.6K – – –
FMII
382
Farmers & Merchants Investments Inc
Nebraska
$2.6K – – –
NEWAS
383
N.E.W. Advisory Services
Wisconsin
$2.49K – – –
GFA
384
Godfrey Financial Associates
New York
$2.38K – – –
MAFA
385
MJT & Associates Financial Advisory
Minnesota
$2.38K – – –
KG
386
Kilter Group
New York
$2.38K +$180 +2 +10%
BTI
387
Blue Trust Inc
Georgia
$2.27K -$449 -5 -19%
MNA
388
Manning & Napier Advisors
New York
$2.17K +$1.8K +20 New
BGAI
389
Bruce G. Allen Investments
Colorado
$2.17K – – –
RWS
390
Retirement Wealth Solutions
Wisconsin
$2.06K – – –
CCMI
391
Creative Capital Management Investments
California
$1.95K +$1.62K +18 New
HNB
392
Huntington National Bank
Ohio
$1.52K – – –
BHWM
393
Bay Harbor Wealth Management
Maryland
$1.52K +$539 +6 +75%
RWM
394
Rialto Wealth Management
New York
$1.41K -$90 -1 -7%
PWMG
395
Prestige Wealth Management Group
New Jersey
$1.41K +$180 +2 +18%
PA
396
Parallel Advisors
California
$1.41K +$1.17K +13 New
PMFA
397
Plante Moran Financial Advisors
Michigan
$1.41K +$1.17K +13 New
DPW
398
DiNuzzo Private Wealth
Pennsylvania
$1.3K +$90 +1 +9%
CJ
399
Caitlin John
Michigan
$1.3K – – –
TFA
400
Transamerica Financial Advisors
Florida
$1.09K +$898 +10 New
14 15
16
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