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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
501
Everhart Financial Group
Ohio
$274K -$48.2K -820 -15%
FA
502
FDx Advisors
Illinois
$269K +$1.29K +22 +0.5%
VFA
503
Values First Advisors
Tennessee
$269K +$10.5K +179 +4%
CG
504
Caprock Group
Idaho
$269K +$43.9K +747 +19%
FHB
505
First Hawaiian Bank
Hawaii
$266K +$706 +12 +0.3%
PA
506
Parallel Advisors
California
$266K +$23.7K +403 +9%
CC
507
Centiva Capital
New York
$264K -$804K -13,675 -75%
PAG
508
Private Advisor Group
New Jersey
$264K -$336K -5,718 -55%
VF
509
Virtu Financial
New York
$262K -$383K -6,519 -59%
AWS
510
Atria Wealth Solutions
New York
$258K +$268K +4,551 New
BL
511
Balentine LLC
Georgia
$255K +$265K +4,500 New
WPC
512
Wedmont Private Capital
Pennsylvania
$252K +$262K +4,450 New
SWA
513
SFMG Wealth Advisors
Texas
$242K -$353 -6 -0.1%
FF
514
FourThought Financial
Florida
$240K +$91.9K +1,563 +58%
CI
515
Cigna Investments
Connecticut
$239K -$12.5K -213 -5%
BCM
516
Brookstone Capital Management
Illinois
$239K +$244K +4,150 New
IAA
517
Independent Advisor Alliance
North Carolina
$238K -$20.6K -350 -8%
MIG
518
McGuire Investment Group
Rhode Island
$238K – – –
AIP
519
Ameritas Investment Partners
Nebraska
$236K -$18.1K -308 -7%
DT
520
Diversified Trust
Tennessee
$232K -$756K -12,849 -76%
SBIA
521
Sheaff Brock Investment Advisors
Indiana
$230K -$1.76K -30 -0.7%
OWM
522
OneAscent Wealth Management
Alabama
$229K -$92.8K -1,577 -28%
NA
523
Navellier & Associates
Nevada
$228K -$59 -1 -0%
GWM
524
Gitterman Wealth Management
New Jersey
$226K +$234K +3,985 New
TAM
525
Trust Asset Management
Texas
$226K +$234K +3,986 New
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21
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