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Bread Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
401
Transamerica Financial Advisors
Florida
$1.09K +$898 +10 New
CFD
402
Creative Financial Designs
Indiana
$1.08K – – –
GWM
403
Gilpin Wealth Management
Colorado
$1.08K – – –
JWM
404
JPL Wealth Management
Colorado
$976 +$449 +5 +125%
ECA
405
Elevated Capital Advisors
Utah
$867 – – –
HIA
406
HFM Investment Advisors
New Jersey
$867 +$449 +5 +167%
AW
407
Ankerstar Wealth
Texas
$650 – – –
SGFG
408
Silver Grove Financial Group
New York
$650 +$539 +6 New
AT
409
Arlington Trust
Alabama
$542 – – –
LI
410
LRI Investments
Florida
$542 +$449 +5 New
AWM
411
Abound Wealth Management
Tennessee
$434 – – –
SHIM
412
Stone House Investment Management
Pennsylvania
$433 – – –
DCM
413
Davis Capital Management
Florida
$325 +$269 +3 New
DF
414
DecisionPoint Financial
Arizona
$317 +$269 +3 New
ADL
415
Asset Dedication LLC
California
$217 – – –
HFS
416
Horizon Financial Services
North Carolina
$217 +$180 +2 New
MCA
417
Maryland Capital Advisors
Maryland
$109 +$90 +1 New
RWM
418
Raffa Wealth Management
District of Columbia
$108 – – –
PFMOSF
419
Philadelphia Financial Management of San Francisco
California
– -$12.9M -172,156 Closed
Citadel Advisors
420
Citadel Advisors
Florida
– -$13.2M -147,248 Closed
JAM
421
Jupiter Asset Management
United Kingdom
– -$7.95M -106,163 Closed
BGDI
422
BW Gestao de Investimentos
Brazil
– -$5.99M -80,000 Closed
FP
423
Factorial Partners
New York
– -$2.62M -35,000 Closed
TBC
424
Tweedy, Browne Co
Connecticut
– -$2.34M -31,262 Closed
WAM
425
Weiss Asset Management
Massachusetts
– -$2.29M -30,600 Closed