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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BH
1026
Burk Holdings
Oklahoma
$1.79K +$2.09K +11 New
BFS
1027
Bare Financial Services
Pennsylvania
$1.46K -$4.18K -22 -71%
RS
1028
Rakuten Securities
Japan
$1.46K +$1.52K +8 +800%
BW
1029
Basepoint Wealth
Iowa
$1.33K
MPW
1030
MASECO Private Wealth
$1.3K
PWA
1031
Physician Wealth Advisors
Utah
$1.3K -$1.14K -6 -43%
CWP
1032
Clark Wealth Partners
Illinois
$1.3K +$380 +2 +33%
CFG
1033
Clayton Financial Group
Missouri
$1.3K +$1.52K +8 New
NWS
1034
Nvest Wealth Strategies
Ohio
$1.3K +$1.52K +8 New
PWA
1035
Portus Wealth Advisors
North Carolina
$1.3K +$1.52K +8 New
S
1036
Sachetta
Massachusetts
$1.14K -$3.99K -21 -75%
HFS
1037
Hughes Financial Services
Virginia
$1.14K
WIM
1038
Westside Investment Management
California
$1.14K
HFM
1039
Harvest Fund Management
China
$1K -$483K -2,543 -100%
AP
1040
Aspect Partners
Virginia
$975
MHR
1041
Matthew Hamilton Rosenberg
$975
NL
1042
NVWM LLC
Pennsylvania
$975 +$760 +4 +200%
BHWM
1043
Bay Harbor Wealth Management
Maryland
$974 -$1.33K -7 -54%
TFM
1044
TFC Financial Management
Massachusetts
$650 -$190 -1 -20%
IW
1045
Imprint Wealth
South Carolina
$650
MEG
1046
Millstone Evans Group
Colorado
$650
ACA
1047
American Capital Advisory
Idaho
$650 +$380 +2 +100%
DF
1048
DecisionPoint Financial
Arizona
$488
BIM
1049
Breakwater Investment Management
Washington
$488 +$190 +1 +50%
SEP
1050
Signature Equity Partners
Ohio
$487