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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
476
Capital Advisors Ltd
Ohio
$9K +$2.67K +135 +50%
FMII
477
Farmers & Merchants Investments Inc
Nebraska
$8.99K – – –
UB
478
UMB Bank
Missouri
$8.33K – – –
ZB
479
Zions Bancorporation
Utah
$7.94K +$4.93K +249 +252%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$7.87K +$4.18K +211 +157%
GWM
481
Geneos Wealth Management
Colorado
$7.33K +$416 +21 +7%
FFA
482
Farther Finance Advisors
California
$7.25K +$772 +39 +14%
CB
483
CNB Bank
Pennsylvania
$7.12K – – –
MAWCM
484
Mine & Arao Wealth Creation & Management
California
$6.89K – – –
CP
485
Castleview Partners
Texas
$6.85K -$6.99K -353 -54%
NC
486
NewSquare Capital
Pennsylvania
$6.62K – – –
EWA
487
EverSource Wealth Advisors
Alabama
$6.32K -$1.62K -82 -23%
PS
488
Principal Securities
Iowa
$6.25K +$5.43K +274 New
MCM
489
MV Capital Management
Maryland
$5.75K -$515 -26 -9%
LFA
490
Legend Financial Advisors
Pennsylvania
$5.71K – – –
FFO
491
Fortitude Family Office
Arizona
$5.27K +$4.58K +231 New
CMBA
492
C.M. Bidwell & Associates
Hawaii
$5.09K – – –
PTC
493
Private Trust Company
Ohio
$4.86K -$3.35K -169 -44%
MSFP
494
Mark Sheptoff Financial Planning
Connecticut
$4.65K +$4.04K +204 New
WT
495
Washington Trust
Rhode Island
$4.59K -$10.2K -514 -72%
S
496
Sachetta
Massachusetts
$3.88K +$3.37K +170 New
BIA
497
Bell Investment Advisors
California
$3.77K -$1.29K -65 -28%
SWM
498
Sugarloaf Wealth Management
Georgia
$3.62K +$20 +1 +0.6%
HCP
499
Hexagon Capital Partners
Arkansas
$3.4K -$79 -4 -3%
OC
500
Oakworth Capital
Alabama
$3.31K – – –
18 19
20
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