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Gen Digital

Name Holding Trade Value Shares
Change
Change in
Stake
SL
526
Salomon & Ludwin
Virginia
$990 – – –
BCMLT
527
Beacon Capital Management LLC (Tennessee)
Tennessee
$972 – – –
HWM
528
HighMark Wealth Management
Minnesota
$957 – – –
DF
529
Dunhill Financial
United Kingdom
$930 +$812 +41 New
SIS
530
Strategic Investment Solutions
Illinois
$739 +$634 +32 New
BGAI
531
Bruce G. Allen Investments
Colorado
$730 +$634 +32 New
MCM
532
Manchester Capital Management
Vermont
$548 +$475 +24 New
PA
533
PSI Advisors
Florida
$525 – – –
AssetMark Inc
534
AssetMark Inc
California
$502 +$396 +20 +1,000%
VCM
535
Versant Capital Management
Arizona
$479 +$416 +21 New
RIL
536
Rothschild Investment LLC
Illinois
$342 +$297 +15 New
DWA
537
Delos Wealth Advisors
Texas
$320 – – –
TWD
538
True Wealth Design
Ohio
$320 – – –
TCOV
539
Trust Company of Vermont
Vermont
$297 -$19.6K -987 -99%
CPG
540
Cornerstone Planning Group
New Jersey
$251 – – –
RS
541
Rakuten Securities
Japan
$251 +$218 +11 New
FGAM
542
Financial Gravity Asset Management
Texas
$242 +$218 +11 New
VWWMG
543
Vermillion & White Wealth Management Group
Pennsylvania
$228 +$198 +10 New
BF
544
BOK Financial
Oklahoma
$182 -$1.72K -87 -92%
VWA
545
Valued Wealth Advisors
Utah
$124 +$139 +7 New
WA
546
WestEnd Advisors
North Carolina
$68 – – –
DWM
547
Dogwood Wealth Management
Kansas
$2 – – –
Marshall Wace
548
Marshall Wace
United Kingdom
– -$21M -1,190,009 Closed
MAMU
549
Marathon Asset Management (UK)
United Kingdom
– -$19.3M -1,091,761 Closed
TC
550
TwinBeech Capital
New York
– -$17.7M -999,812 Closed