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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1076
Abound Wealth Management
Tennessee
$4.02K – – –
SA
1077
Seneschal Advisors
Washington
$4.02K +$3.65K +16 +800%
ME
1078
McIlrath & Eck
Washington
$4.02K – – –
AWM
1079
Activest Wealth Management
Florida
$4.02K +$2.74K +12 +200%
AW
1080
Avion Wealth
Texas
$4K -$1.37K -6 -23%
DPW
1081
DiNuzzo Private Wealth
Pennsylvania
$3.79K – – –
GCM
1082
Gables Capital Management
Florida
$3.79K – – –
SIC
1083
SJS Investment Consulting
Ohio
$3.57K +$1.82K +8 +100%
LI
1084
LRI Investments
Florida
$3.57K – – –
GBT
1085
Grove Bank & Trust
Florida
$3.35K – – –
LB
1086
Legacy Bridge
Iowa
$3.35K +$3.42K +15 New
JFGIW
1087
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.14K -$1.14K -5 -26%
PWA
1088
Physician Wealth Advisors
Utah
$3.13K +$2.74K +12 +600%
DWM
1089
Dogwood Wealth Management
Kansas
$3.12K +$2.96K +13 +1,300%
BHWM
1090
Bay Harbor Wealth Management
Maryland
$2.91K +$1.14K +5 +63%
JGIA
1091
Jackson Grant Investment Advisers
Connecticut
$2.9K – – –
MSWM
1092
Mowery & Schoenfeld Wealth Management
Illinois
$2.68K +$2.74K +12 New
RTL
1093
Red Tortoise LLC
Georgia
$2.68K – – –
1CP
1094
1015 Capital Partners
Pennsylvania
$2.68K +$2.74K +12 New
AA
1095
Addison Advisors
Vermont
$2.46K – – –
GSWM
1096
Golden State Wealth Management
California
$2.46K – – –
RWM
1097
Raffa Wealth Management
District of Columbia
$2.46K – – –
WETS
1098
Wealth Enhancement Trust Services
South Dakota
$2.46K +$2.51K +11 New
HFS
1099
Horizon Financial Services
North Carolina
$2.23K -$5.02K -22 -69%
TCM
1100
Triumph Capital Management
Colorado
$2.23K +$2.28K +10 New