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GEN

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
626
Marquette Asset Management
Minnesota
$3.1K +$3.26K +109 New
DIP
627
DT Investment Partners
Pennsylvania
$3.01K – – –
CCM
628
Cloud Capital Management
Washington
$3K +$3.59K +120 New
CSB
629
City State Bank
Iowa
$2.84K – – –
CWP
630
Concord Wealth Partners
Virginia
$2.84K – – –
AWM
631
Abound Wealth Management
Tennessee
$2.76K – – –
MSWM
632
Mowery & Schoenfeld Wealth Management
Illinois
$2.28K – – –
HWP
633
Highline Wealth Partners
California
$2.19K – – –
TCM
634
TD Capital Management
Tennessee
$2.11K – – –
JFGIW
635
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.04K +$2.15K +72 New
RF
636
Rossby Financial
Florida
$1.94K – – –
AP
637
Aspect Partners
Virginia
$1.68K +$1.76K +59 New
TCA
638
Trifecta Capital Advisors
Illinois
$1.62K – – –
RWM
639
Rialto Wealth Management
New York
$1.53K +$359 +12 +29%
APW
640
Aventura Private Wealth
Florida
$1.5K – – –
NWM
641
Nova Wealth Management
Florida
$1.34K – – –
RWM
642
Raffa Wealth Management
District of Columbia
$1.31K – – –
BFS
643
Bare Financial Services
Pennsylvania
$1.31K +$1.38K +46 New
HIA
644
HFM Investment Advisors
New Jersey
$1.08K -$60 -2 -5%
FCAS
645
First Command Advisory Services
Texas
$994 – – –
HHGA
646
Halbert Hargrove Global Advisors
California
$994 +$1.05K +35 New
TFA
647
Transamerica Financial Advisors
Florida
$994 +$1.05K +35 New
BHWM
648
Bay Harbor Wealth Management
Maryland
$993 +$150 +5 +17%
KFI
649
Key Financial Inc
Pennsylvania
$956 +$1.02K +34 New
DWA
650
Delos Wealth Advisors
Texas
$937 +$987 +33 New
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