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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
501
NewSquare Capital
Pennsylvania
$7.24K – – –
AAP
502
Arax Advisory Partners
Colorado
$5.87K +$5.38K +235 New
FFO
503
Fortitude Family Office
Arizona
$5.77K – – –
CMBA
504
C.M. Bidwell & Associates
Hawaii
$5.57K – – –
S
505
Sachetta
Massachusetts
$5.53K +$1.03K +45 +26%
MSFP
506
Mark Sheptoff Financial Planning
Connecticut
$5.15K +$23 +1 +0.5%
IA
507
IFP Advisors
Florida
$5.1K +$1.17K +51 +33%
CP
508
Castleview Partners
Texas
$4.75K – – –
MCM
509
MV Capital Management
Maryland
$4.52K +$549 +24 +15%
MA
510
MCF Advisors
Kentucky
$4.3K +$2.38K +104 +153%
BIA
511
Bell Investment Advisors
California
$4.12K – – –
SWM
512
Sugarloaf Wealth Management
Georgia
$4.01K +$23 +1 +0.6%
WT
513
Washington Trust
Rhode Island
$3.85K – – –
WWP
514
WR Wealth Planners
Missouri
$3.75K – – –
PA
515
Pineridge Advisors
Missouri
$3.72K +$23 +1 +0.7%
OC
516
Oakworth Capital
Alabama
$3.62K – – –
ACM
517
Anfield Capital Management
California
$3.62K +$3.32K +145 New
RIL
518
Rothschild Investment LLC
Illinois
$3.42K +$2.9K +127 +1,270%
QL
519
Quarry LP
New York
$3.37K +$3.09K +135 New
AWM
520
Abound Wealth Management
Tennessee
$3.15K – – –
OSNBOA
521
Old Second National Bank of Aurora
Illinois
$3.02K – – –
FW
522
Fairway Wealth
Ohio
$2.87K +$2.63K +115 New
DIP
523
DT Investment Partners
Pennsylvania
$2.65K – – –
CSB
524
City State Bank
Iowa
$2.5K – – –
CYG
525
Clean Yield Group
Vermont
$2.5K – – –
19 20
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