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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
JMF
751
Johnson Midwest Financial
Iowa
$3K
SFG
752
Steward Financial Group
Texas
$3K +$3.27K +23 New
AWM
753
Abound Wealth Management
Tennessee
$2.42K +$1.28K +9 +100%
EI
754
Ellevest Inc
New York
$2.41K -$76.4K -538 -97%
FGAM
755
Financial Gravity Asset Management
Texas
$2.38K -$104K -730 -84%
SIC
756
SJS Investment Consulting
Ohio
$2.01K -$284 -2 -12%
EIM
757
Essex Investment Management
Massachusetts
$2K
Lazard Asset Management
758
Lazard Asset Management
New York
$2K +$994 +7 +78%
MYAM
759
Meiji Yasuda Asset Management
Japan
$1.9K +$736K +5,180 +58%
SWA
760
SOA Wealth Advisors
New York
$1.74K
DI
761
Disciplined Investments
Oklahoma
$1.61K -$852 -6 -33%
BIA
762
Bell Investment Advisors
California
$1.61K -$710 -5 -29%
RTL
763
Red Tortoise LLC
Georgia
$1.61K +$1.71K +12 New
RWM
764
Raffa Wealth Management
District of Columbia
$1.48K
MFT
765
Moisand Fitzgerald Tamayo
Florida
$1.34K
AA
766
Addison Advisors
Vermont
$1.21K
SOW
767
State of Wyoming
Wyoming
$1.21K +$284 +2 +29%
GI
768
Gradient Investments
Minnesota
$1.07K +$1.14K +8 New
SC
769
Sierra Capital
Florida
$1K
ANBT
770
American National Bank & Trust
Texas
$1K +$852 +6 New
MHR
771
Matthew Hamilton Rosenberg
$805
BHWM
772
Beaird Harris Wealth Management
Texas
$671 +$710 +5 New
CFO
773
CVA Family Office
Colorado
$671 +$710 +5 New
GTCM
774
Gyon Technologies Capital Management
New Jersey
$671 +$710 +5 New
NSIM
775
North Star Investment Management
Illinois
$671 +$710 +5 New