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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
476
Mine & Arao Wealth Creation & Management
California
$5.18K – – –
HFM
477
Hartford Financial Management
Connecticut
$5.11K – – –
HT
478
Headlands Technologies
Illinois
$5.03K -$408K -20,335 -99%
CAL
479
Capital Advisors Ltd
Ohio
$5K – – –
ST
480
Smithfield Trust
Pennsylvania
$5K – – –
NC
481
NewSquare Capital
Pennsylvania
$4.98K – – –
LC
482
Lindbrook Capital
California
$4.63K -$1.34K -67 -20%
LFA
483
Legend Financial Advisors
Pennsylvania
$4.29K -$5.02K -250 -50%
FFA
484
Farther Finance Advisors
California
$4.07K -$3.55K -177 -43%
PTC
485
Private Trust Company
Ohio
$4.07K -$2.71K -135 -36%
CFO
486
CVA Family Office
Colorado
$3.95K +$1K +50 +28%
CMBA
487
C.M. Bidwell & Associates
Hawaii
$3.83K – – –
BAM
488
Belpointe Asset Management
Nevada
$3.69K -$13K -647 -75%
BIA
489
Bell Investment Advisors
California
$3.06K -$4.09K -204 -53%
SWM
490
Spire Wealth Management
Virginia
$2.99K -$4.11K -205 -54%
SWM
491
Sugarloaf Wealth Management
Georgia
$2.67K – – –
WWP
492
WR Wealth Planners
Missouri
$2.57K +$3.01K +150 New
SWA
493
Sutton Wealth Advisors
Florida
$2.5K -$1.43K -71 -33%
OC
494
Oakworth Capital
Alabama
$2.49K – – –
PFBT
495
Parkside Financial Bank & Trust
Missouri
$2.39K -$2.35K -117 -46%
AWM
496
Abound Wealth Management
Tennessee
$2.16K +$1.3K +65 +107%
OSNBOA
497
Old Second National Bank of Aurora
Illinois
$2.08K – – –
CSB
498
City State Bank
Iowa
$2K – – –
SIC
499
Salem Investment Counselors
North Carolina
$1.92K – – –
DIP
500
DT Investment Partners
Pennsylvania
$1.87K – – –
18 19
20
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