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GEN

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
476
Mine & Arao Wealth Creation & Management
California
$5.34K – – –
GWM
477
Geneos Wealth Management
Colorado
$5.3K -$1.07K -55 -15%
NC
478
NewSquare Capital
Pennsylvania
$5.13K – – –
CAL
479
Capital Advisors Ltd
Ohio
$5K – – –
HCM
480
Highlander Capital Management
New Jersey
$5K +$5.85K +300 New
FFA
481
Farther Finance Advisors
California
$4.93K +$2.05K +105 +60%
MCM
482
MV Capital Management
Maryland
$4.92K +$2.95K +151 +119%
LFA
483
Legend Financial Advisors
Pennsylvania
$4.42K – – –
BIA
484
Bell Investment Advisors
California
$4.07K +$429 +22 +11%
SC
485
SouthState Corp
Florida
$3.98K +$4.39K +225 New
CMBA
486
C.M. Bidwell & Associates
Hawaii
$3.94K – – –
TPCW
487
TD Private Client Wealth
New York
$3.23K +$937 +48 +36%
SFG
488
Steward Financial Group
Texas
$3K +$3.79K +194 New
SWM
489
Sugarloaf Wealth Management
Georgia
$2.79K +$20 +1 +0.6%
HCP
490
Hexagon Capital Partners
Arkansas
$2.71K -$3.24K -166 -52%
OC
491
Oakworth Capital
Alabama
$2.56K – – –
PFBT
492
Parkside Financial Bank & Trust
Missouri
$2.37K – – –
AWM
493
Abound Wealth Management
Tennessee
$2.23K – – –
OSNBOA
494
Old Second National Bank of Aurora
Illinois
$2.14K – – –
IA
495
IFP Advisors
Florida
$2.1K -$624 -32 -21%
CSB
496
City State Bank
Iowa
$2K – – –
SWA
497
Sutton Wealth Advisors
Florida
$1.91K -$898 -46 -30%
DIP
498
DT Investment Partners
Pennsylvania
$1.88K – – –
CYG
499
Clean Yield Group
Vermont
$1.77K – – –
CWP
500
Concord Wealth Partners
Virginia
$1.77K – – –
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