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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1001
HFM Investment Advisors
New Jersey
$685 +$453 +3 +150%
APW
1002
Allied Private Wealth
Florida
$595 +$604 +4 New
HFS
1003
Hughes Financial Services
Virginia
$548 -$453 -3 -43%
CFD
1004
Creative Financial Designs
Indiana
$548 +$604 +4 New
BFPW
1005
BOK Financial Private Wealth
Colorado
$414 +$453 +3 New
BHWM
1006
Bay Harbor Wealth Management
Maryland
$411 -$453 -3 -50%
BIM
1007
Breakwater Investment Management
Washington
$411 – – –
M
1008
MOTCO
Texas
$411 +$453 +3 New
T
1009
Tidemark
California
$411 +$453 +3 New
DF
1010
DecisionPoint Financial
Arizona
$282 -$151 -1 -33%
CWP
1011
Clark Wealth Partners
Illinois
$274 -$906 -6 -75%
ACA
1012
American Capital Advisory
Idaho
$274 -$302 -2 -50%
SEP
1013
Signature Equity Partners
Ohio
$274 -$151 -1 -33%
PWA
1014
Provenance Wealth Advisors
Florida
$274 +$302 +2 New
IRAG
1015
Investment Research & Advisory Group
Georgia
$138 – – –
GCM
1016
Gunpowder Capital Management
Maryland
$137 -$4.68K -31 -97%
RS
1017
Rakuten Securities
Japan
$137 -$1.21K -8 -89%
MCA
1018
Maryland Capital Advisors
Maryland
$137 +$151 +1 New
MWM
1019
Mosley Wealth Management
California
$137 +$151 +1 New
TCA
1020
Trifecta Capital Advisors
Illinois
$137 +$151 +1 New
RWS
1021
Retirement Wealth Solutions
Wisconsin
$38 -$2.57K -17 Closed
FC
1022
Financial Consulate
Maryland
$8 – – –
T. Rowe Price Investment Management
1023
T. Rowe Price Investment Management
Maryland
– -$141M -865,540 Closed
RG
1024
Rathbones Group
United Kingdom
– -$65.4M -402,622 Closed
Capital International Investors
1025
Capital International Investors
California
– -$48.4M -297,785 Closed