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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1101
Basepoint Wealth
Iowa
$1.81K +$1.82K +8 New
MPW
1102
MASECO Private Wealth
$1.79K
RWM
1103
Rialto Wealth Management
New York
$1.79K +$456 +2 +33%
CC
1104
Corsicana & Co
Texas
$1.78K
HFS
1105
Hughes Financial Services
Virginia
$1.56K +$228 +1 +17%
WIM
1106
Westside Investment Management
California
$1.56K +$1.6K +7 New
MAM
1107
Marquette Asset Management
Minnesota
$1.34K -$2.05K -9 -60%
AP
1108
Aspect Partners
Virginia
$1.34K
CWP
1109
Clark Wealth Partners
Illinois
$1.34K
HWP
1110
Highline Wealth Partners
California
$1.34K
MHR
1111
Matthew Hamilton Rosenberg
$1.34K
SIS
1112
Sound Income Strategies
Florida
$1.32K +$912 +4 +200%
FC
1113
Financial Consulate
Maryland
$1.12K
TFM
1114
TFC Financial Management
Massachusetts
$1.12K
HIA
1115
HFM Investment Advisors
New Jersey
$1.12K +$228 +1 +25%
WA
1116
Whipplewood Advisors
Colorado
$1.12K +$1.14K +5 New
TBFA
1117
Three Bearings Fiduciary Advisors
New Hampshire
$986 +$1.14K +5 New
PWA
1118
Principia Wealth Advisory
Texas
$893 -$35.6K -156 -98%
IW
1119
Imprint Wealth
South Carolina
$893 -$3.19K -14 -78%
MEG
1120
Millstone Evans Group
Colorado
$893
WW
1121
Winnow Wealth
Texas
$672 -$228 -1 -25%
DF
1122
DecisionPoint Financial
Arizona
$670
SEP
1123
Signature Equity Partners
Ohio
$670 +$684 +3 New
TPBG
1124
Turning Point Benefit Group
Maryland
$669 +$684 +3 New
IPS
1125
Investors Portfolio Services
Washington
$616 +$684 +3 New