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Broadridge
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
876
Global Retirement Partners
San Rafael,
California
| – | -$8K | -50 | Closed |
|
|
BMD
877
Better Money Decisions
Santa Fe,
New Mexico
| – | -$6K | -34 | Closed |
|
878
Capstone Investment Advisors
New York
| – | -$4.39K | -25 | Closed |
|
|
RA
879
Resolute Advisors
San Francisco,
California
| – | -$4K | -24 | Closed |
|
|
EWA
880
Evolution Wealth Advisors
Aventura,
Florida
| – | -$3K | -20 | Closed |
|
|
FFA
881
Freedman Financial Associates
Peabody,
Massachusetts
| – | -$3K | -18 | Closed |
|
|
LWM
882
Liberty Wealth Management
Oakland,
California
| – | -$2K | -13 | Closed |
|
|
RTL
883
Red Tortoise LLC
Atlanta,
Georgia
| – | -$2K | -12 | Closed |
|
|
CWM
884
Curi Wealth Management
Raleigh,
North Carolina
| – | +$176 | +1 | New |
|