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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
726
EPG Wealth Management
Georgia
$6K +$6.36K +52 New
SFG
727
Sowa Financial Group
Rhode Island
$5K +$4.52K +37 New
SIAS
728
Shine Investment Advisory Services
Colorado
$5K +$4.77K +39 New
IA
729
IndexIQ Advisors
New York
$5K +$4.89K +40 New
ADL
730
Asset Dedication LLC
California
$4K – – –
MRCM
731
M&R Capital Management
New Jersey
$4K – – –
RG
732
Retirement Group
California
$4K +$3.55K +29 New
TSW
733
Thompson Siegel & Walmsley
Virginia
$4K +$3.67K +30 New
GFPC
734
Global Financial Private Capital
Florida
$3K -$1.96K -16 -38%
QAM
735
QCI Asset Management
New York
$3K – – –
TFS
736
TrustCore Financial Services
Tennessee
$3K – – –
EWA
737
Evolution Wealth Advisors
Florida
$3K +$2.57K +21 New
SWA
738
Sutton Wealth Advisors
Florida
$2.96K -$978 -8 -25%
EFSCE
739
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
EIM
740
Essex Investment Management
Massachusetts
$2K – – –
LWM
741
Lenox Wealth Management
Ohio
$2K – – –
TFO
742
Tarbox Family Office
California
$2K – – –
VCM
743
Versant Capital Management
Arizona
$2K – – –
SQA
744
Simon Quick Advisors
New Jersey
$2K +$1.83K +15 New
WCM
745
Wealthcare Capital Management
Virginia
$2K +$2.08K +17 New
EW
746
Evoke Wealth
California
$1.36K -$2.32K -19 -63%
RWM
747
Raffa Wealth Management
District of Columbia
$1.36K – – –
LWM
748
Liberty Wealth Management
California
$1K – – –
PWP
749
Personal Wealth Partners
Minnesota
$1K – – –
PP
750
Prudential plc
United Kingdom
– -$22.8M -183,877 Closed