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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
526
Smithfield Trust
Pennsylvania
$42K – – –
BAM
527
Bellevue Asset Management
Washington
$30K – – –
GLLW
528
Graves Light Lenhart Wealth
Virginia
$29K – – –
ONST
529
Old North State Trust
North Carolina
$28K +$6.27K +114 +32%
GAM
530
Gemmer Asset Management
California
$26K – – –
CCM
531
Covington Capital Management
California
$24K – – –
NFG
532
Next Financial Group
Texas
$24K +$5.45K +99 +32%
PFBT
533
Parkside Financial Bank & Trust
Missouri
$23K -$495 -9 -2%
CWM
534
Cranbrook Wealth Management
Michigan
$23K – – –
FFA
535
Freedman Financial Associates
Massachusetts
$22K +$20.6K +375 New
FHA
536
First Horizon Advisors
Tennessee
$22K +$21.1K +384 New
TPCW
537
TD Private Client Wealth
New York
$21.8K -$2.64K -48 -11%
WTC
538
WhitTier Trust Company
Nevada
$20K – – –
SGAM
539
Smith Group Asset Management
Texas
$18K -$3.47K -63 -17%
HFM
540
Harvest Fund Management
China
$18K – – –
GRP
541
Global Retirement Partners
California
$17K +$495 +9 +3%
AWM
542
AllSquare Wealth Management
New York
$16K – – –
EI
543
Ellevest Inc
New York
$15K – – –
HIA
544
Harbor Investment Advisory
Maryland
$15K – – –
DMBA
545
Deseret Mutual Benefit Administrators
Utah
$15K +$13.9K +252 New
CAL
546
Capital Advisors Ltd
Ohio
$14K – – –
CHC
547
City Holding Co
West Virginia
$14K – – –
PSIWM
548
Paradigm Strategies in Wealth Management
Minnesota
$14K – – –
TFO
549
Tarbox Family Office
California
$14K – – –
EW
550
Evoke Wealth
California
$14K +$495 +9 +4%
20 21
22
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