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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
501
Prospera Financial Services
Texas
$294K +$22K +407 +7%
CIC
502
Carnegie Investment Counsel
Ohio
$292K – – –
FMLI
503
Fukoku Mutual Life Insurance
Japan
$290K – – –
FFM
504
Forum Financial Management
Illinois
$288K +$813 +15 +0.3%
MIC
505
Means Investment Company
Maine
$288K – – –
RPCONE
506
Retirement Planning Company of New England
Rhode Island
$286K +$26.5K +490 +9%
ACM
507
Allred Capital Management
Texas
$284K +$1.25K +23 +0.4%
TNB
508
Thomasville National Bank
Georgia
$279K +$10.3K +190 +4%
PFO
509
Pathstone Family Office
New Jersey
$276K +$79.1K +1,460 +36%
ECM
510
Evergreen Capital Management
Washington
$276K -$50.8K -938 -14%
HCA
511
Harbor Capital Advisors
Illinois
$272K – – –
ANBT
512
American National Bank & Trust
Texas
$270K – – –
VFA
513
Values First Advisors
Tennessee
$270K +$13.1K +241 +5%
MHR
514
Matthew Hamilton Rosenberg
$269K +$54 +1 +0%
DI
515
Diligent Investors
California
$269K – – –
BAM
516
Boyar Asset Management
New York
$266K -$50.7K -936 -15%
CW
517
CreativeOne Wealth
Kansas
$266K -$59.9K -1,106 -17%
SI
518
Sapience Investments
California
$263K -$348K -6,432 -55%
FNT
519
First National Trust
Pennsylvania
$262K – – –
WG
520
Welch Group
Alabama
$247K – – –
BFG
521
Bleakley Financial Group
New Jersey
$243K -$76.9K -1,419 -23%
DEA
522
DoubleLine ETF Adviser
Florida
$242K -$36.6K -676 -12%
PA
523
Parallel Advisors
California
$240K +$20.1K +372 +8%
LA
524
Legacy Advisors
Pennsylvania
$238K +$259K +4,781 New
LFAS
525
Level Four Advisory Services
Texas
$237K +$31.1K +575 +14%
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