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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
751
Western Pacific Wealth Management
Illinois
$3.22K +$3.41K +24 New
JMF
752
Johnson Midwest Financial
Iowa
$3K – – –
SFG
753
Steward Financial Group
Texas
$3K +$3.27K +23 New
AWM
754
Abound Wealth Management
Tennessee
$2.42K +$1.28K +9 +100%
EI
755
Ellevest Inc
New York
$2.41K -$76.4K -538 -97%
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%
SWA
759
SOA Wealth Advisors
New York
$1.74K – – –
DI
760
Disciplined Investments
Oklahoma
$1.61K -$852 -6 -33%
BIA
761
Bell Investment Advisors
California
$1.61K -$710 -5 -29%
RTL
762
Red Tortoise LLC
Georgia
$1.61K +$1.71K +12 New
RWM
763
Raffa Wealth Management
District of Columbia
$1.48K – – –
MFT
764
Moisand Fitzgerald Tamayo
Florida
$1.34K – – –
AA
765
Addison Advisors
Vermont
$1.21K – – –
SOW
766
State of Wyoming
Wyoming
$1.21K +$284 +2 +29%
Gradient Investments
767
Gradient Investments
Minnesota
$1.07K +$1.14K +8 New
SC
768
Sierra Capital
Florida
$1K – – –
ANBT
769
American National Bank & Trust
Texas
$1K +$852 +6 New
MHR
770
Matthew Hamilton Rosenberg
$805 – – –
BHWM
771
Beaird Harris Wealth Management
Texas
$671 +$710 +5 New
CFO
772
CVA Family Office
Colorado
$671 +$710 +5 New
GTCM
773
Gyon Technologies Capital Management
New Jersey
$671 +$710 +5 New
NSIM
774
North Star Investment Management
Illinois
$671 +$710 +5 New
AWA
775
Arete Wealth Advisors
Illinois
$611 +$4.69M +33,000 New