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GEN

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
601
C.M. Bidwell & Associates
Hawaii
$6.06K – – –
HAP
602
Harbor Asset Planning
Massachusetts
$5.65K – – –
HNW
603
High Note Wealth
Minnesota
$5.6K -$135 -5 -2%
NFSG
604
Newbridge Financial Services Group
Florida
$5.6K +$5.54K +206 New
TFA
605
Transamerica Financial Advisors
Florida
$5.51K +$4.52K +168 +480%
SIS
606
Strategic Investment Solutions
Illinois
$5.44K – – –
EW
607
Elyxium Wealth
California
$5.11K +$5.06K +188 New
GKIM
608
GW&K Investment Management
Massachusetts
$5K +$915 +34 +21%
WWA
609
Wealth Watch Advisors
Colorado
$4.65K +$1.26K +47 +38%
SWM
610
Spire Wealth Management
Virginia
$4.58K -$24.5K -909 -84%
MCM
611
MV Capital Management
Maryland
$4.54K +$108 +4 +2%
AGWCA
612
Annis Gardner Whiting Capital Advisors
Florida
$4.08K -$2.34K -87 -37%
HFM
613
Harvest Fund Management
China
$4K – – –
BIA
614
Bell Investment Advisors
California
$3.97K – – –
OC
615
Oakworth Capital
Alabama
$3.94K – – –
GBT
616
Grove Bank & Trust
Florida
$3.56K – – –
SIC
617
SJS Investment Consulting
Ohio
$3.29K -$43.8K -1,629 -93%
HHMI
618
Howard Hughes Medical Institute
Maryland
$3.29K +$27 +1 +0.8%
BA
619
Blueline Advisors
New Hampshire
$3.15K +$3.12K +116 New
PTC
620
Private Trust Company
Ohio
$3.07K -$1.4K -52 -32%
MAM
621
Marquette Asset Management
Minnesota
$3.05K +$81 +3 +3%
MSWM
622
Mowery & Schoenfeld Wealth Management
Illinois
$3.03K +$834 +31 +39%
IIM
623
IFC & Insurance Marketing
California
$3K +$2.88K +107 New
MTI
624
Merrithew & Thorsten Inc
California
$3K +$3.82K +142 New
DIP
625
DT Investment Partners
Pennsylvania
$2.88K – – –
23 24
25
26 27