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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
JMF
751
Johnson Midwest Financial
Iowa
$4K
EW
752
Evoke Wealth
California
$4K +$2.15K +14 +140%
MGIM
753
M&G Investment Management
United Kingdom
$3.9K -$179K -1,165 -4%
EWA
754
EverSource Wealth Advisors
Alabama
$3K -$16.3K -106 -83%
CA
755
Clearstead Advisors
Ohio
$3K
EIM
756
Essex Investment Management
Massachusetts
$3K
TFS
757
TrustCore Financial Services
Tennessee
$3K
TSWM
758
Tyler-Stone Wealth Management
Ohio
$3K
UFF
759
USA Financial Formulas
Michigan
$3K
DI
760
Disciplined Investments
Oklahoma
$3K +$2.61K +17 New
AF
761
Advisornet Financial
Minnesota
$2K -$1.84K -12 -55%
ADL
762
Asset Dedication LLC
California
$2K
SC
763
Sierra Capital
Florida
$2K
TFO
764
Tarbox Family Office
California
$2K
SC
765
Schubert & Co
Texas
$2K +$153 +1 +7%
CB
766
CNB Bank
Pennsylvania
$2K +$2K +13 New
COCM
767
Charter Oak Capital Management
New Hampshire
$2K +$2.3K +15 New
RWM
768
Raffa Wealth Management
District of Columbia
$1.71K
MPWT
769
MassMutual Private Wealth & Trust
Connecticut
$1K -$153 -1 -17%
AA
770
Addison Advisors
Vermont
$1K
S
771
Surevest
California
$1K
TFM
772
TFC Financial Management
Massachusetts
$1K
ED
773
Exane Derivatives
France
$467
WPA
774
West Paces Advisors
Georgia
$467 +$460 +3 New
FGAM
775
Financial Gravity Asset Management
Texas
$315 -$19.9K -130 -10%