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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
KG
1001
Kilter Group
New York
$3.41K +$380 +2 +11%
NFSG
1002
Newbridge Financial Services Group
Florida
$3.25K
Q1WB
1003
Quest 10 Wealth Builders
Virginia
$3.25K
SSG
1004
Summit Securities Group
New York
$3.09K -$29.3K -154 -89%
HNW
1005
High Note Wealth
Minnesota
$3.09K +$3.61K +19 New
AWM
1006
Abound Wealth Management
Tennessee
$2.92K
ME
1007
McIlrath & Eck
Washington
$2.92K
SA
1008
Seneschal Advisors
Washington
$2.92K
RWS
1009
Retirement Wealth Solutions
Wisconsin
$2.79K -$5.32K -28 -62%
GCM
1010
Gables Capital Management
Florida
$2.76K
LI
1011
LRI Investments
Florida
$2.6K
FMP
1012
Financial Management Professionals
Texas
$2.46K -$368K -1,938 -99%
DPW
1013
DiNuzzo Private Wealth
Pennsylvania
$2.44K -$380 -2 -12%
RWM
1014
Rialto Wealth Management
New York
$2.44K +$1.33K +7 +88%
GBT
1015
Grove Bank & Trust
Florida
$2.44K
HWP
1016
Highline Wealth Partners
California
$2.44K +$1.71K +9 +150%
JFGIW
1017
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29K
AA
1018
Addison Advisors
Vermont
$2.27K +$570 +3 +27%
JGIA
1019
Jackson Grant Investment Advisers
Connecticut
$2.11K
RTL
1020
Red Tortoise LLC
Georgia
$1.95K
CFM
1021
Cornerstone Financial Management
Massachusetts
$1.95K +$1.9K +10 +500%
WSFG
1022
Wall Street Financial Group
Illinois
$1.95K +$2.28K +12 New
CC
1023
Corsicana & Co
Texas
$1.94K
DWM
1024
Dogwood Wealth Management
Kansas
$1.79K -$570 -3 -21%
WETS
1025
Wealth Enhancement Trust Services
South Dakota
$1.79K