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Broadridge

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