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Broadridge
BR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
976
Raffa Wealth Management
District of Columbia
$2.46K -$755 -5 -22%
GCM
977
Gables Capital Management
Florida
$2.33K – – –
S
978
Sachetta
Massachusetts
$2.19K +$1.36K +9 +129%
PS
979
Planning Strategies
Pennsylvania
$2.19K +$2.42K +16 New
JFGIW
980
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.93K – – –
JSAM
981
J. Safra Asset Management
New York
$1.92K +$2.11K +14 New
PWA
982
Physician Wealth Advisors
Utah
$1.64K +$604 +4 +50%
GGI
983
Godsey & Gibb Inc
Virginia
$1.51K +$1.66K +11 New
MAFA
984
MJT & Associates Financial Advisory
Minnesota
$1.51K +$1.66K +11 New
SC
985
Solstein Capital
California
$1.51K -$12.1K -80 -88%
BH
986
Burk Holdings
Oklahoma
$1.51K – – –
DPW
987
DiNuzzo Private Wealth
Pennsylvania
$1.37K -$755 -5 -33%
PWA
988
Principia Wealth Advisory
Texas
$1.37K -$453 -3 -23%
FMP
989
Financial Management Professionals
Texas
$1.24K -$906 -6 -40%
CCMI
990
Creative Capital Management Investments
California
$1.23K +$1.36K +9 New
BW
991
Basepoint Wealth
Iowa
$1.12K – – –
CC
992
Corsicana & Co
Texas
$1.1K – – –
TCM
993
Triumph Capital Management
Colorado
$959 -$6.64K -44 -86%
WIM
994
Westside Investment Management
California
$959 – – –
DCM
995
Davis Capital Management
Florida
$959 +$1.06K +7 New
DF
996
Dunhill Financial
United Kingdom
$837 +$604 +4 +200%
NL
997
NVWM LLC
Pennsylvania
$822 – – –
QWM
998
Quaker Wealth Management
New Jersey
$822 +$755 +5 +500%
AWM
999
Abound Wealth Management
Tennessee
$685 -$1.96K -13 -72%
GBT
1000
Grove Bank & Trust
Florida
$685 -$1.51K -10 -67%
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40
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