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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
751
Delta Asset Management
Tennessee
$8K – – –
WWMSC
752
Wagner Wealth Management (South Carolina)
South Carolina
$8K – – –
EI
753
Ellevest Inc
New York
$8K +$3.2K +20 +63%
SWM
754
Selective Wealth Management
Virginia
$8K +$7.99K +50 New
EARNEST Partners
755
EARNEST Partners
Georgia
$7K – – –
EFSCE
756
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
SWA
757
Sutton Wealth Advisors
Florida
$6.62K – – –
LWA
758
Lenox Wealth Advisors
New York
$6K – – –
TSW
759
Thompson Siegel & Walmsley
Virginia
$6K – – –
HWMA
760
Heritage Wealth Management (Arizona)
Arizona
$5K -$45.7K -286 -91%
AF
761
Advisornet Financial
Minnesota
$5K – – –
BMD
762
Better Money Decisions
New Mexico
$5K – – –
MRCM
763
M&R Capital Management
New Jersey
$5K – – –
CA
764
Clearstead Advisors
Ohio
$5K +$4.79K +30 New
ACM
765
AUA Capital Management
Pennsylvania
$4K – – –
FMP
766
Financial Management Professionals
Texas
$4K – – –
JFA
767
JNBA Financial Advisors
Minnesota
$4K – – –
JMF
768
Johnson Midwest Financial
Iowa
$4K – – –
RA
769
Resolute Advisors
California
$4K – – –
VCM
770
Versant Capital Management
Arizona
$4K – – –
EWA
771
Evolution Wealth Advisors
Florida
$3K -$6.87K -43 -68%
EIM
772
Essex Investment Management
Massachusetts
$3K – – –
TFS
773
TrustCore Financial Services
Tennessee
$3K – – –
UFF
774
USA Financial Formulas
Michigan
$3K +$2.72K +17 New
BWA
775
BDO Wealth Advisors
Florida
$2K – – –