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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
Abound Wealth Management
Tennessee
$3.55K -$397 -2 -10%
PCWA
902
Pacific Capital Wealth Advisors
California
$3.55K +$3.57K +18 New
DPW
903
DiNuzzo Private Wealth
Pennsylvania
$3.35K +$198 +1 +6%
RCM
904
Raleigh Capital Management
North Carolina
$2.96K -$26.4K -133 -90%
VF
905
VitalStone Financial
Texas
$2.96K +$198 +1 +7%
EWP
906
Elevation Wealth Partners
California
$2.76K +$2.78K +14 New
JGIA
907
Jackson Grant Investment Advisers
Connecticut
$2.56K
RTL
908
Red Tortoise LLC
Georgia
$2.36K
DF
909
Dunhill Financial
United Kingdom
$2.21K +$397 +2 +22%
SWA
910
SOA Wealth Advisors
New York
$2.17K -$397 -2 -15%
RWM
911
Raffa Wealth Management
District of Columbia
$2.17K
WPA
912
West Paces Advisors
Georgia
$2.17K
TAM
913
Tucker Asset Management
Colorado
$2.17K +$2.18K +11 New
CA
914
CoreCap Advisors
Michigan
$1.77K +$1.19K +6 +200%
UWS
915
Unique Wealth Strategies
Illinois
$1.64K +$1.59K +8 New
BWP
916
Baldwin Wealth Partners
Massachusetts
$1.58K +$1.59K +8 New
TIM
917
Tortoise Investment Management
New York
$1.38K
TWD
918
True Wealth Design
Ohio
$1.38K +$397 +2 +40%
MHR
919
Matthew Hamilton Rosenberg
$1.18K
AW
920
Avion Wealth
Texas
$1K +$1.59K +8 +400%
TFM
921
TFC Financial Management
Massachusetts
$985
RAM
922
Riggs Asset Management
Pennsylvania
$788 +$595 +3 +300%
FGAM
923
Financial Gravity Asset Management
Texas
$591 -$4.36K -22 -88%
MFS
924
Mattson Financial Services
Michigan
$591 +$595 +3 New
ECM
925
Everence Capital Management
Indiana
$502