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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
726
Blue Bell Private Wealth Management
Pennsylvania
$4K -$2.61K -18 -42%
HNWAG
727
High Net Worth Advisory Group
Florida
$4K – – –
JMF
728
Johnson Midwest Financial
Iowa
$4K – – –
STCOSD
729
Sageworth Trust Company of South Dakota
South Dakota
$4K – – –
TSW
730
Thompson Siegel & Walmsley
Virginia
$4K – – –
VCM
731
Versant Capital Management
Arizona
$4K +$290 +2 +8%
EW
732
Evoke Wealth
California
$4K +$1.02K +7 +29%
CA
733
Clearstead Advisors
Ohio
$4K +$1.31K +9 +43%
UWM
734
Urban Wealth Management
California
$4K +$4.21K +29 New
ACM
735
AUA Capital Management
Pennsylvania
$3K – – –
EIM
736
Essex Investment Management
Massachusetts
$3K – – –
JFA
737
JNBA Financial Advisors
Minnesota
$3K – – –
TFS
738
TrustCore Financial Services
Tennessee
$3K – – –
DI
739
Disciplined Investments
Oklahoma
$3K +$435 +3 +18%
SFO
740
Standard Family Office
South Dakota
$3K +$3.19K +22 New
COCM
741
Charter Oak Capital Management
New Hampshire
$2K – – –
UFF
742
USA Financial Formulas
Michigan
$2K – – –
Federated Hermes
743
Federated Hermes
Pennsylvania
$2K +$2.18K +15 New
BIA
744
Bell Investment Advisors
California
$2K +$2.47K +17 New
RWM
745
Raffa Wealth Management
District of Columbia
$1.57K – – –
SWA
746
SOA Wealth Advisors
New York
$1K -$11.2K -77 -86%
Lazard Asset Management
747
Lazard Asset Management
New York
$1K -$4.06K -28 -78%
AA
748
Addison Advisors
Vermont
$1K – – –
SC
749
Sierra Capital
Florida
$1K – – –
S
750
Surevest
California
$1K – – –