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Annaly Capital Management
NLY

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
576
Fourth Dimension Wealth
Ohio
$13.1K – – –
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$12.8K -$1.95K -94 -13%
BC
578
Broadwater Capital
Massachusetts
$12.3K -$225K -10,870 -95%
BAM
579
Byrne Asset Management
New Jersey
$12.2K – – –
AG
580
AmeriFlex Group
Nevada
$12.1K -$81.9K -3,947 -87%
JEST
581
JTC Employer Solutions Trustee
Jersey
$12K – – –
EB
582
Eastern Bank
Massachusetts
$11.6K +$10.4K +500 +676%
MSFP
583
Mark Sheptoff Financial Planning
Connecticut
$11.1K – – –
EWM
584
Evermay Wealth Management
Virginia
$10.5K – – –
MAM
585
Meeder Asset Management
Ohio
$10.3K +$10.6K +512 New
BWL
586
Bogart Wealth LLC
Virginia
$10.2K -$41K -1,976 -80%
TF
587
Tompkins Financial
New York
$10.1K -$6.22K -300 -38%
BONH
588
Bank of New Hampshire
New Hampshire
$10.1K – – –
BHWM
589
Beaird Harris Wealth Management
Texas
$10.1K – – –
LWMI
590
Legacy Wealth Management (Idaho)
Idaho
$10.1K – – –
CA
591
Centerpoint Advisors
Massachusetts
$10K – – –
EP
592
Essential Partners
California
$9.94K +$8.19K +395 +407%
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$9.6K +$311 +15 +3%
JFA
594
JNBA Financial Advisors
Minnesota
$8.83K -$5.64K -272 -38%
FNWA
595
Financial Network Wealth Advisors
Utah
$8.81K – – –
CSC
596
Caldwell Sutter Capital
California
$8.6K +$1.93K +93 +28%
SC
597
Swan Capital
Florida
$8.25K – – –
CT
598
Clearstead Trust
Maine
$8.23K – – –
HPC
599
HM Payson & Co
Maine
$8.08K – – –
PWAM
600
Private Wealth Asset Management
Iowa
$8.08K +$8.3K +400 New
22 23
24
25 26