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Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1126
Gen-Wealth Partners
Michigan
$1.46K – – –
BDPWM
1127
Barnes Dennig Private Wealth Management
Ohio
$1.46K +$1.7K +10 New
WB
1128
Webster Bank
Connecticut
$1.46K +$1.7K +10 New
AIP
1129
Ameritas Investment Partners
Nebraska
$1.17K – – –
OC
1130
Oakworth Capital
Alabama
$1.17K +$1.36K +8 New
WW
1131
Winnow Wealth
Texas
$1.04K +$509 +3 +60%
DPW
1132
DiNuzzo Private Wealth
Pennsylvania
$1.02K +$509 +3 +75%
MSWM
1133
Mowery & Schoenfeld Wealth Management
Illinois
$1.02K +$1.19K +7 New
FFL
1134
Financial Freedom LLC
Ohio
$1.02K – – –
AP
1135
Aspect Partners
Virginia
$1.02K +$1.19K +7 New
FNWA
1136
Financial Network Wealth Advisors
Utah
$1.02K +$1.19K +7 New
ZBNA
1137
Zions Bancorporation, National Association
Utah
$1.02K +$1.19K +7 New
OAJ
1138
Ogorek Anthony Joseph
New York
$1K – – –
CSC
1139
Caldwell Sutter Capital
California
$877 – – –
EB
1140
Eastern Bank
Massachusetts
$877 +$1.02K +6 New
CT
1141
Colonial Trust
South Carolina
$874 -$35K -206 -97%
GFPC
1142
Global Financial Private Client
Florida
$731 +$679 +4 +400%
SWIM
1143
Smallwood Wealth Investment Management
New Jersey
$730 +$849 +5 New
BMC
1144
Bear Mountain Capital
Washington
$641 +$679 +4 New
NWMP
1145
Noble Wealth Management PBC
Colorado
$585 +$679 +4 New
PS
1146
PayPay Securities
Japan
$502 -$509 -3 -50%
RF
1147
Rossby Financial
Florida
$475 +$509 +3 New
BFS
1148
Bare Financial Services
Pennsylvania
$438 +$509 +3 New
BHWM
1149
Bay Harbor Wealth Management
Maryland
$438 +$509 +3 New
RF
1150
Roxbury Financial
New Jersey
$354 – – –
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