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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%
EverSource Wealth Advisors
753
EverSource Wealth Advisors
Alabama
$3K -$16.3K -106 -83%
Clearstead Advisors
754
Clearstead Advisors
Ohio
$3K – – –
EIM
755
Essex Investment Management
Massachusetts
$3K – – –
TFS
756
TrustCore Financial Services
Tennessee
$3K – – –
TSWM
757
Tyler-Stone Wealth Management
Ohio
$3K – – –
UFF
758
USA Financial Formulas
Michigan
$3K – – –
DI
759
Disciplined Investments
Oklahoma
$3K +$2.61K +17 New
AF
760
Advisornet Financial
Minnesota
$2K -$1.84K -12 -55%
ADL
761
Asset Dedication LLC
California
$2K – – –
SC
762
Sierra Capital
Florida
$2K – – –
TFO
763
Tarbox Family Office
California
$2K – – –
SC
764
Schubert & Co
Texas
$2K +$153 +1 +7%
CB
765
CNB Bank
Pennsylvania
$2K +$2K +13 New
COCM
766
Charter Oak Capital Management
New Hampshire
$2K +$2.3K +15 New
RWM
767
Raffa Wealth Management
District of Columbia
$1.71K – – –
MassMutual Private Wealth & Trust
768
MassMutual Private Wealth & Trust
Connecticut
$1K -$153 -1 -17%
AA
769
Addison Advisors
Vermont
$1K – – –
S
770
Surevest
California
$1K – – –
TFM
771
TFC Financial Management
Massachusetts
$1K – – –
ED
772
Exane Derivatives
France
$467 – – –
WPA
773
West Paces Advisors
Georgia
$467 +$460 +3 New
WestEnd Advisors
774
WestEnd Advisors
North Carolina
$155 -$153 -1 Closed
BGCP
775
Bristol Gate Capital Partners
Ontario, Canada
– -$98.6M -539,103 Closed