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GEN

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
476
Geneos Wealth Management
Colorado
$7.19K – – –
CB
477
CNB Bank
Pennsylvania
$6.99K – – –
MAWCM
478
Mine & Arao Wealth Creation & Management
California
$6.76K – – –
NC
479
NewSquare Capital
Pennsylvania
$6.5K – – –
PS
480
Principal Securities
Iowa
$6.12K -$22 -1 -0.4%
FFO
481
Fortitude Family Office
Arizona
$5.17K – – –
CMBA
482
C.M. Bidwell & Associates
Hawaii
$5K – – –
MSFP
483
Mark Sheptoff Financial Planning
Connecticut
$4.59K +$22 +1 +0.5%
CP
484
Castleview Partners
Texas
$4.26K -$2.44K -110 -37%
PWMG
485
Prestige Wealth Management Group
New Jersey
$4.21K -$9.07K -409 -69%
S
486
Sachetta
Massachusetts
$3.88K – – –
BIA
487
Bell Investment Advisors
California
$3.7K – – –
SWM
488
Sugarloaf Wealth Management
Georgia
$3.58K +$22 +1 +0.6%
FGAM
489
Financial Gravity Asset Management
Texas
$3.55K +$3.04K +137 +623%
MCM
490
MV Capital Management
Maryland
$3.52K -$2.11K -95 -38%
SC
491
SouthState Corp
Florida
$3.52K +$3.48K +157 New
WT
492
Washington Trust
Rhode Island
$3.45K -$1.04K -47 -23%
IA
493
IFP Advisors
Florida
$3.43K +$355 +16 +12%
FWM
494
FSA Wealth Management
Massachusetts
$3.36K – – –
WWP
495
WR Wealth Planners
Missouri
$3.36K +$3.33K +150 New
PA
496
Pineridge Advisors
Missouri
$3.32K +$1.29K +58 +64%
SFA
497
Semmax Financial Advisors
North Carolina
$3.31K +$3.06K +138 New
OC
498
Oakworth Capital
Alabama
$3.25K – – –
AWM
499
Abound Wealth Management
Tennessee
$2.82K -$22 -1 -0.8%
OSNBOA
500
Old Second National Bank of Aurora
Illinois
$2.71K – – –
18 19
20
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