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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1001
Raffa Wealth Management
District of Columbia
$3.74K +$2.28K +12 +109%
LFA
1002
LGT Financial Advisors
Texas
$3.63K – – –
KG
1003
Kilter Group
New York
$3.41K +$380 +2 +11%
NFSG
1004
Newbridge Financial Services Group
Florida
$3.25K – – –
Q1WB
1005
Quest 10 Wealth Builders
Virginia
$3.25K – – –
SSG
1006
Summit Securities Group
New York
$3.09K -$29.3K -154 -89%
HNW
1007
High Note Wealth
Minnesota
$3.09K +$3.61K +19 New
AWM
1008
Abound Wealth Management
Tennessee
$2.92K – – –
ME
1009
McIlrath & Eck
Washington
$2.92K – – –
SA
1010
Seneschal Advisors
Washington
$2.92K – – –
RWS
1011
Retirement Wealth Solutions
Wisconsin
$2.79K -$5.32K -28 -62%
GCM
1012
Gables Capital Management
Florida
$2.76K – – –
LI
1013
LRI Investments
Florida
$2.6K – – –
FMP
1014
Financial Management Professionals
Texas
$2.46K -$368K -1,938 -99%
DPW
1015
DiNuzzo Private Wealth
Pennsylvania
$2.44K -$380 -2 -12%
RWM
1016
Rialto Wealth Management
New York
$2.44K +$1.33K +7 +88%
GBT
1017
Grove Bank & Trust
Florida
$2.44K – – –
HWP
1018
Highline Wealth Partners
California
$2.44K +$1.71K +9 +150%
JFGIW
1019
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29K – – –
AA
1020
Addison Advisors
Vermont
$2.27K +$570 +3 +27%
JGIA
1021
Jackson Grant Investment Advisers
Connecticut
$2.11K – – –
PWA
1022
Principia Wealth Advisory
Texas
$2.11K +$1.71K +9 +225%
RTL
1023
Red Tortoise LLC
Georgia
$1.95K – – –
CFM
1024
Cornerstone Financial Management
Massachusetts
$1.95K +$1.9K +10 +500%
WSFG
1025
Wall Street Financial Group
Illinois
$1.95K +$2.28K +12 New