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General Motors
GM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
601
Curated Wealth Partners
California
$928K +$901K +19,967 New
TSS
602
Two Sigma Securities
New York
$923K +$896K +19,857 New
VFA
603
Valeo Financial Advisors
Indiana
$921K +$4.14M +91,657 +525%
PFS
604
Prospera Financial Services
Texas
$920K +$89.9K +1,991 +11%
SI
605
Stephens Inc
Arkansas
$918K -$47.9K -1,060 -5%
LWAM
606
Legacy Wealth Asset Management
Minnesota
$911K -$1.22K -27 -0.1%
CFM
607
Capricorn Fund Managers
United Kingdom
$909K +$884K +19,575 New
IAA
608
Independent Advisor Alliance
North Carolina
$908K +$133K +2,941 +18%
AWM
609
Apollon Wealth Management
South Carolina
$907K -$214K -4,748 -20%
HWM
610
HB Wealth Management
Georgia
$901K +$129K +2,850 +17%
AA
611
Auxano Advisors
Washington
$898K -$119K -2,627 -12%
FFS
612
Founders Financial Securities
Maryland
$898K -$13.4K -296 -2%
CA
613
Clearstead Advisors
Ohio
$894K +$91.2K +2,019 +12%
PCM
614
Permanent Capital Management
Illinois
$889K +$816K +18,067 New
NC
615
NewSquare Capital
Pennsylvania
$887K +$57.6K +1,275 +7%
PP
616
Prudential plc
United Kingdom
$884K – – –
AUB
617
Atlantic Union Bankshares
Virginia
$878K -$48.2K -1,068 -5%
CAAS
618
Capital Asset Advisory Services
Michigan
$856K -$5.24K -116 -0.6%
MYAM
619
Meiji Yasuda Asset Management
Japan
$856K -$28.1K -623 -3%
GC
620
Guidance Capital
Kentucky
$848K +$44K +975 +5%
FTWA
621
Fifth Third Wealth Advisors
Ohio
$844K +$820K +18,165 New
MFG
622
Merit Financial Group
Georgia
$837K +$95.3K +2,112 +13%
DA
623
Denali Advisors
California
$836K -$4.51K -100 -0.6%
QFA
624
Quattro Financial Advisors
Texas
$836K – – –
ATPW
625
Ashton Thomas Private Wealth
Arizona
$832K +$549K +12,167 +212%
23 24
25
26 27