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GEN

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
476
GHP Investment Advisors
Colorado
$7.56K -$4.24K -191 -36%
GWM
477
Geneos Wealth Management
Colorado
$7.19K – – –
CB
478
CNB Bank
Pennsylvania
$6.99K – – –
MAWCM
479
Mine & Arao Wealth Creation & Management
California
$6.76K – – –
BWM
480
Bullock Wealth Management
Indiana
$6.68K +$6.65K +300 New
NC
481
NewSquare Capital
Pennsylvania
$6.5K – – –
PS
482
Principal Securities
Iowa
$6.12K -$22 -1 -0.4%
FFO
483
Fortitude Family Office
Arizona
$5.17K – – –
CMBA
484
C.M. Bidwell & Associates
Hawaii
$5K – – –
MSFP
485
Mark Sheptoff Financial Planning
Connecticut
$4.59K +$22 +1 +0.5%
CP
486
Castleview Partners
Texas
$4.26K -$2.44K -110 -37%
PWMG
487
Prestige Wealth Management Group
New Jersey
$4.21K -$9.07K -409 -69%
S
488
Sachetta
Massachusetts
$3.88K – – –
BIA
489
Bell Investment Advisors
California
$3.7K – – –
SWM
490
Sugarloaf Wealth Management
Georgia
$3.58K +$22 +1 +0.6%
MCM
491
MV Capital Management
Maryland
$3.52K -$2.11K -95 -38%
SC
492
SouthState Corp
Florida
$3.52K +$3.48K +157 New
WT
493
Washington Trust
Rhode Island
$3.45K -$1.04K -47 -23%
IA
494
IFP Advisors
Florida
$3.43K +$355 +16 +12%
FWM
495
FSA Wealth Management
Massachusetts
$3.36K – – –
WWP
496
WR Wealth Planners
Missouri
$3.36K +$3.33K +150 New
PA
497
Pineridge Advisors
Missouri
$3.32K +$1.29K +58 +64%
SFA
498
Semmax Financial Advisors
North Carolina
$3.31K +$3.06K +138 New
OC
499
Oakworth Capital
Alabama
$3.25K – – –
AWM
500
Abound Wealth Management
Tennessee
$2.82K -$22 -1 -0.8%
18 19
20
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