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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
SLF
726
Sun Life Financial
Ontario, Canada
$11K – – –
NFG
727
Next Financial Group
Texas
$11K +$1.18K +8 +12%
PP
728
PrairieView Partners
Minnesota
$11K +$11.1K +75 New
Global Retirement Partners
729
Global Retirement Partners
California
$10K -$13.3K -90 -58%
EWA
730
Evolution Wealth Advisors
Florida
$10K +$6.35K +43 +215%
Farmers & Merchants Investments Inc
731
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
ME
732
McIlrath & Eck
Washington
$8K – – –
SNT
733
Security National Trust
West Virginia
$8K – – –
WWMSC
734
Wagner Wealth Management (South Carolina)
South Carolina
$8K +$7.24K +49 New
WP
735
WealthShield Partners
North Carolina
$8K +$7.68K +52 New
CFFP
736
Center for Financial Planning
Michigan
$7K – – –
DAM
737
Delta Asset Management
Tennessee
$7K – – –
EARNEST Partners
738
EARNEST Partners
Georgia
$7K – – –
CH
739
Canton Hathaway
Rhode Island
$7K +$7.09K +48 New
SWA
740
Sutton Wealth Advisors
Florida
$6.28K +$1.33K +9 +28%
EFSCE
741
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$295 +2 +5%
EI
742
Ellevest Inc
New York
$5K -$42.7K -289 -90%
LWA
743
Lenox Wealth Advisors
New York
$5K -$19.9K -135 -79%
MRCM
744
M&R Capital Management
New Jersey
$5K – – –
RG
745
Retirement Group
California
$5K +$148 +1 +3%
Thompson Siegel & Walmsley
746
Thompson Siegel & Walmsley
Virginia
$5K +$738 +5 +17%
BMD
747
Better Money Decisions
New Mexico
$5K +$5.02K +34 New
CFA
748
Carroll Financial Associates
North Carolina
$4K -$35.9K -243 -89%
AF
749
Advisornet Financial
Minnesota
$4K -$18.5K -125 -82%
ACM
750
AUA Capital Management
Pennsylvania
$4K – – –