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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1026
Addison Advisors
Vermont
$2.49K -$672 -3 -21%
RWM
1027
Raffa Wealth Management
District of Columbia
$2.49K – – –
SWA
1028
SOA Wealth Advisors
New York
$2.49K – – –
TAM
1029
Tucker Asset Management
Colorado
$2.49K – – –
MTIC
1030
Missouri Trust & Investment Company
Missouri
$2.49K +$2.46K +11 New
NWWA
1031
New Wave Wealth Advisors
Arkansas
$2.04K +$2.02K +9 New
WCM
1032
WealthTrak Capital Management
Virginia
$2.04K +$2.02K +9 New
TPW
1033
Talon Private Wealth
Florida
$1.81K – – –
TIM
1034
Tortoise Investment Management
New York
$1.58K – – –
AF
1035
Atala Financial
California
$1.58K +$1.57K +7 New
HWA
1036
HHM Wealth Advisors
Tennessee
$1.58K +$1.57K +7 New
MHR
1037
Matthew Hamilton Rosenberg
$1.36K – – –
CWP
1038
Clark Wealth Partners
Illinois
$1.36K +$1.34K +6 New
NS
1039
NBC Securities
Alabama
$1.35K -$1.33M -5,946 -100%
TFM
1040
TFC Financial Management
Massachusetts
$1.13K – – –
WA
1041
Whipplewood Advisors
Colorado
$1.13K +$1.12K +5 New
RTC
1042
Riverview Trust Company
Washington
$904 – – –
RAM
1043
Riggs Asset Management
Pennsylvania
$902 – – –
CAWM
1044
Capital A Wealth Management
Pennsylvania
$678 +$672 +3 New
PWM
1045
Parkworth Wealth Management
California
$678 +$672 +3 New
WW
1046
Winnow Wealth
Texas
$474 +$672 +3 New
RS
1047
Rakuten Securities
Japan
$452 – – –
PWA
1048
Principia Wealth Advisory
Texas
$452 +$448 +2 New
SMAM
1049
Sugar Maple Asset Management
Wisconsin
$452 +$448 +2 New
T
1050
Transce3nd
Texas
$452 +$448 +2 New