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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
901
Financial Management Professionals
Texas
$4K +$595 +3 +17%
RFG
902
RFP Financial Group
Georgia
$3.94K – – –
NFSG
903
Newbridge Financial Services Group
Florida
$3.94K +$3.97K +20 New
ME
904
McIlrath & Eck
Washington
$3.55K -$13.9K -70 -80%
AWM
905
Abound Wealth Management
Tennessee
$3.55K -$397 -2 -10%
PCWA
906
Pacific Capital Wealth Advisors
California
$3.55K +$3.57K +18 New
DPW
907
DiNuzzo Private Wealth
Pennsylvania
$3.35K +$198 +1 +6%
RCM
908
Raleigh Capital Management
North Carolina
$2.96K -$26.4K -133 -90%
VF
909
VitalStone Financial
Texas
$2.96K +$198 +1 +7%
EWP
910
Elevation Wealth Partners
California
$2.76K +$2.78K +14 New
JGIA
911
Jackson Grant Investment Advisers
Connecticut
$2.56K – – –
RTL
912
Red Tortoise LLC
Georgia
$2.36K – – –
DF
913
Dunhill Financial
United Kingdom
$2.21K +$397 +2 +22%
SWA
914
SOA Wealth Advisors
New York
$2.17K -$397 -2 -15%
RWM
915
Raffa Wealth Management
District of Columbia
$2.17K – – –
WPA
916
West Paces Advisors
Georgia
$2.17K – – –
TAM
917
Tucker Asset Management
Colorado
$2.17K +$2.18K +11 New
CA
918
CoreCap Advisors
Michigan
$1.77K +$1.19K +6 +200%
UWS
919
Unique Wealth Strategies
Illinois
$1.64K +$1.59K +8 New
BWP
920
Baldwin Wealth Partners
Massachusetts
$1.58K +$1.59K +8 New
TIM
921
Tortoise Investment Management
New York
$1.38K – – –
TWD
922
True Wealth Design
Ohio
$1.38K +$397 +2 +40%
MHR
923
Matthew Hamilton Rosenberg
$1.18K – – –
AW
924
Avion Wealth
Texas
$1K +$1.59K +8 +400%
TFM
925
TFC Financial Management
Massachusetts
$985 – – –