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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
826
Iron Horse Wealth Management
Iowa
$4.83K +$2.3K +13 +93%
VCM
827
Versant Capital Management
Arizona
$4.66K – – –
BWL
828
Bogart Wealth LLC
Virginia
$4.48K – – –
JMF
829
Johnson Midwest Financial
Iowa
$4.48K – – –
BIA
830
Bell Investment Advisors
California
$4.3K -$354 -2 -8%
WPWM
831
Western Pacific Wealth Management
Illinois
$4.3K – – –
AF
832
Advisornet Financial
Minnesota
$4.12K -$13.5K -76 -77%
CSB
833
City State Bank
Iowa
$4K – – –
AWM
834
Abound Wealth Management
Tennessee
$3.58K – – –
SIC
835
SJS Investment Consulting
Ohio
$3.4K +$531 +3 +19%
BCMLT
836
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.31K – – –
EIM
837
Essex Investment Management
Massachusetts
$3.22K – – –
FMP
838
Financial Management Professionals
Texas
$3K +$1.06K +6 +67%
UOTTAIMCU
839
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.53K +$2.48K +14 New
JGIA
840
Jackson Grant Investment Advisers
Connecticut
$2.33K – – –
SWA
841
SOA Wealth Advisors
New York
$2.33K – – –
RTL
842
Red Tortoise LLC
Georgia
$2.15K – – –
RWM
843
Raffa Wealth Management
District of Columbia
$1.97K – – –
MIM
844
Macroview Investment Management
Maryland
$1.97K +$1.95K +11 New
MFT
845
Moisand Fitzgerald Tamayo
Florida
$1.79K – – –
ANBT
846
American National Bank & Trust
Texas
$1.07K – – –
MHR
847
Matthew Hamilton Rosenberg
$1.07K – – –
AW
848
Avion Wealth
Texas
$1K +$1.06K +6 New
TFM
849
TFC Financial Management
Massachusetts
$717 – – –
PCTC
850
Perkins Coie Trust Company
Washington
$716 +$708 +4 New