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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
751
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$6K +37 +370%
SWA
752
Sutton Wealth Advisors
Florida
$6.64K +$649 +4 +10%
GCM
753
Gables Capital Management
Florida
$6K -$23.4K -144 -77%
MCC
754
Money Concepts Capital
Florida
$6K – – –
EW
755
Evoke Wealth
California
$6K +$1.95K +12 +39%
NICM
756
Neo Ivy Capital Management
New York
$6K +$6.82K +42 New
FMP
757
Financial Management Professionals
Texas
$5K -$325 -2 -5%
EWA
758
EverSource Wealth Advisors
Alabama
$5K – – –
MRCM
759
M&R Capital Management
New Jersey
$5K – – –
BBPWM
760
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
CA
761
Clearstead Advisors
Ohio
$4K – – –
HNWAG
762
High Net Worth Advisory Group
Florida
$4K – – –
JMF
763
Johnson Midwest Financial
Iowa
$4K – – –
TSW
764
Thompson Siegel & Walmsley
Virginia
$4K – – –
VCM
765
Versant Capital Management
Arizona
$4K – – –
AIP
766
Almanack Investment Partners
Pennsylvania
$4K +$4.06K +25 New
DI
767
Disciplined Investments
Oklahoma
$3K -$325 -2 -10%
ACM
768
AUA Capital Management
Pennsylvania
$3K – – –
EIM
769
Essex Investment Management
Massachusetts
$3K – – –
JFA
770
JNBA Financial Advisors
Minnesota
$3K – – –
SFO
771
Standard Family Office
South Dakota
$3K – – –
TFS
772
TrustCore Financial Services
Tennessee
$3K – – –
BIA
773
Bell Investment Advisors
California
$2K – – –
SIC
774
SJS Investment Consulting
Ohio
$2K +$2.76K +17 New
RWM
775
Raffa Wealth Management
District of Columbia
$1.59K – – –