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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1101
Tucker Asset Management
Colorado
$2.23K +$2.28K +10 New
DF
1102
Dunhill Financial
United Kingdom
$2.23K +$228 +1 +11%
IIM
1103
IFC & Insurance Marketing
California
$2K +$1.6K +7 New
BW
1104
Basepoint Wealth
Iowa
$1.81K +$1.82K +8 New
MPW
1105
MASECO Private Wealth
$1.79K – – –
RWM
1106
Rialto Wealth Management
New York
$1.79K +$456 +2 +33%
CC
1107
Corsicana & Co
Texas
$1.78K – – –
HFS
1108
Hughes Financial Services
Virginia
$1.56K +$228 +1 +17%
WIM
1109
Westside Investment Management
California
$1.56K +$1.6K +7 New
MAM
1110
Marquette Asset Management
Minnesota
$1.34K -$2.05K -9 -60%
AP
1111
Aspect Partners
Virginia
$1.34K – – –
CWP
1112
Clark Wealth Partners
Illinois
$1.34K – – –
HWP
1113
Highline Wealth Partners
California
$1.34K – – –
MHR
1114
Matthew Hamilton Rosenberg
$1.34K – – –
SIS
1115
Sound Income Strategies
Florida
$1.32K +$912 +4 +200%
FC
1116
Financial Consulate
Maryland
$1.12K – – –
TFM
1117
TFC Financial Management
Massachusetts
$1.12K – – –
HIA
1118
HFM Investment Advisors
New Jersey
$1.12K +$228 +1 +25%
WA
1119
Whipplewood Advisors
Colorado
$1.12K +$1.14K +5 New
TBFA
1120
Three Bearings Fiduciary Advisors
New Hampshire
$986 +$1.14K +5 New
PWA
1121
Principia Wealth Advisory
Texas
$893 -$35.6K -156 -98%
IW
1122
Imprint Wealth
South Carolina
$893 -$3.19K -14 -78%
MEG
1123
Millstone Evans Group
Colorado
$893 – – –
WW
1124
Winnow Wealth
Texas
$672 -$228 -1 -25%
DF
1125
DecisionPoint Financial
Arizona
$670 – – –