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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PP
751
PrairieView Partners
Minnesota
$7K -$4.87K -34 -41%
UOTTAIMCU
752
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7K +$6.44K +45 New
GCM
753
Gables Capital Management
Florida
$6.16K
SFG
754
Steward Financial Group
Texas
$6K +$3.15K +22 +96%
MRCM
755
M&R Capital Management
New Jersey
$5.42K +$1.72K +12 +48%
CCP
756
Carmel Capital Partners
California
$5.42K +$5.29K +37 New
SWA
757
Sutton Wealth Advisors
Florida
$5.28K -$859 -6 -14%
SC
758
Schubert & Co
Texas
$5.13K +$859 +6 +21%
CA
759
Crewe Advisors
Utah
$4.69K -$4.15K -29 -48%
Commonwealth Equity Services
760
Commonwealth Equity Services
Massachusetts
$4.58K +$328K +2,292 +8%
SIS
761
Strategic Investment Solutions
Illinois
$4.4K +$4.29K +30 New
JMF
762
Johnson Midwest Financial
Iowa
$3.66K
BWL
763
Bogart Wealth LLC
Virginia
$3.66K +$3.58K +25 New
JFA
764
JNBA Financial Advisors
Minnesota
$3.52K
VCM
765
Versant Capital Management
Arizona
$3.52K
WPWM
766
Western Pacific Wealth Management
Illinois
$3.52K
BIA
767
Bell Investment Advisors
California
$3.37K +$1.57K +11 +92%
AWM
768
Abound Wealth Management
Tennessee
$2.64K
EIM
769
Essex Investment Management
Massachusetts
$2.64K
SIC
770
SJS Investment Consulting
Ohio
$2.35K +$143 +1 +7%
DI
771
Disciplined Investments
Oklahoma
$2.35K +$572 +4 +33%
IHWM
772
Iron Horse Wealth Management
Iowa
$2.05K +$2K +14 New
Lazard Asset Management
773
Lazard Asset Management
New York
$2K -$286 -2 -13%
GFWA
774
Grey Fox Wealth Advisors
Delaware
$1.91K +$1.86K +13 New
SWA
775
SOA Wealth Advisors
New York
$1.91K