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HUBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
701
Center for Financial Planning
Michigan
$2.01K – – –
SC
702
Stephens Consulting
Michigan
$2.01K – – –
UB
703
UMB Bank
Missouri
$2.01K – – –
LWM
704
Lodestone Wealth Management
Washington
$2.01K +$2.07K +5 New
SC
705
Swan Capital
Florida
$2.01K +$2.07K +5 New
VNA
706
Valley National Advisers
Pennsylvania
$2K – – –
PWMA
707
Pension & Wealth Management Advisors
Massachusetts
$1.65K – – –
BCM
708
Blume Capital Management
California
$1.61K – – –
AP
709
Aspect Partners
Virginia
$1.6K – – –
GWM
710
Geneos Wealth Management
Colorado
$1.6K – – –
GWS
711
Greykasell Wealth Strategies
California
$1.6K – – –
MHR
712
Matthew Hamilton Rosenberg
$1.6K – – –
ECA
713
Elevated Capital Advisors
Utah
$1.6K +$1.66K +4 New
WA
714
Walsh & Associates
Florida
$1.6K +$1.66K +4 New
WW
715
Winnow Wealth
Texas
$1.21K – – –
CTC
716
Central Trust Company
Missouri
$1.2K – – –
AA
717
Ancora Advisors
Ohio
$1.2K +$414 +1 +50%
CFM
718
Cornerstone Financial Management
Massachusetts
$1.2K +$1.24K +3 New
NRG
719
Nemes Rush Group
Michigan
$1.2K +$1.24K +3 New
OC
720
Optima Capital
Oregon
$1.2K +$1.24K +3 New
AW
721
Avion Wealth
Texas
$1K -$1.66K -4 -57%
CPG
722
Cornerstone Planning Group
New Jersey
$951 -$3.73K -9 -75%
NL
723
NVWM LLC
Pennsylvania
$803 -$643K -1,552 -100%
PWMG
724
Private Wealth Management Group
New Jersey
$803 -$9.94K -24 -92%
CFB
725
Cullen/Frost Bankers
Texas
$803 -$4.97K -12 -86%
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