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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1076
Pacifica Partners
Canada
$2.58K +$249 +1 +10%
DF
1077
Dunhill Financial
United Kingdom
$2.17K – – –
BHWM
1078
Bay Harbor Wealth Management
Maryland
$1.91K +$498 +2 +33%
MPW
1079
MASECO Private Wealth
$1.91K – – –
SIC
1080
SJS Investment Consulting
Ohio
$1.91K – – –
CC
1081
Corsicana & Co
Texas
$1.91K +$1.99K +8 New
RWM
1082
Rialto Wealth Management
New York
$1.43K +$249 +1 +20%
HWP
1083
Highline Wealth Partners
California
$1.43K – – –
MHR
1084
Matthew Hamilton Rosenberg
$1.43K – – –
AWM
1085
Activest Wealth Management
Florida
$1.43K +$498 +2 +50%
AP
1086
Aspect Partners
Virginia
$1.43K +$1.49K +6 New
HFS
1087
Hughes Financial Services
Virginia
$1.34K -$498 -2 -25%
CWP
1088
Clark Wealth Partners
Illinois
$1.34K – – –
TFM
1089
TFC Financial Management
Massachusetts
$1.19K – – –
FC
1090
Financial Consulate
Maryland
$1.19K +$1.25K +5 New
WW
1091
Winnow Wealth
Texas
$956 +$996 +4 New
HIA
1092
HFM Investment Advisors
New Jersey
$953 -$249 -1 -20%
MEG
1093
Millstone Evans Group
Colorado
$953 +$996 +4 New
TCB
1094
Texas Capital Bancshares
Texas
$953 +$996 +4 New
DF
1095
DecisionPoint Financial
Arizona
$704 – – –
PWA
1096
Physician Wealth Advisors
Utah
$477 – – –
AT
1097
Avalon Trust
New Mexico
$477 +$498 +2 New
BIM
1098
Breakwater Investment Management
Washington
$477 +$498 +2 New
SA
1099
Seneschal Advisors
Washington
$477 +$498 +2 New
SIS
1100
Sound Income Strategies
Florida
$468 – – –