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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BC
951
Burnham & Co
Michigan
$6.85K +$7.55K +50 New
APFP
952
Action Point Financial Planning
Michigan
$6.85K +$7.7K +51 New
EWP
953
Elevation Wealth Partners
California
$6.71K -$10.1K -67 -58%
VERPA
954
Virginia Estate & Retirement Planning Advisors
Virginia
$6.3K – – –
RA
955
Rational Advisors
New York
$6.3K +$1.06K +7 +18%
GJIA
956
Glass Jacobson Investment Advisors
Maryland
$6.16K – – –
AIS
957
Advocate Investing Services
Maryland
$5.62K – – –
SFG
958
Strive Financial Group
Indiana
$5.48K – – –
FFA
959
Frazier Financial Advisors
Ohio
$5.21K – – –
AA
960
Addison Advisors
Vermont
$4.93K +$3.32K +22 +157%
CIAS
961
CBIZ Investment Advisory Services
Ohio
$4.74K – – –
KFG
962
Kingdom Financial Group
Arizona
$4.66K – – –
KG
963
Kilter Group
New York
$4.38K +$1.66K +11 +52%
AFC
964
Ares Financial Consulting
California
$4.38K -$6.8K -45 -58%
FCAS
965
First Command Advisory Services
Texas
$4.14K -$51.6K -342 -92%
SIS
966
Strategic Investment Solutions
Illinois
$4.11K – – –
ECA
967
Elevated Capital Advisors
Utah
$3.7K -$1.06K -7 -21%
SSG
968
Summit Securities Group
New York
$3.7K +$1.21K +8 +42%
JWM
969
JPL Wealth Management
Colorado
$3.42K -$3.02K -20 -44%
BLC
970
Brown, Lisle/Cummings
Rhode Island
$3.42K – – –
RWM
971
Rialto Wealth Management
New York
$3.29K +$1.36K +9 +60%
SFS
972
Sunrise Financial Services
Washington
$3.15K – – –
NFSG
973
Newbridge Financial Services Group
Florida
$2.74K – – –
Q1WB
974
Quest 10 Wealth Builders
Virginia
$2.74K – – –
SA
975
Seneschal Advisors
Washington
$2.47K – – –