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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
551
Integrated Wealth Concepts
Massachusetts
$797K -$163K -1,853 -15%
BFG
552
Bleakley Financial Group
New Jersey
$790K +$880K +10,028 New
HFS
553
Hantz Financial Services
Michigan
$789K +$29K +331 +3%
PGFC
554
Peapack-Gladstone Financial Corp
New Jersey
$767K -$4.21K -48 -0.5%
BBHC
555
Brown Brothers Harriman & Co
New York
$760K -$221K -2,517 -21%
EWA
556
EverSource Wealth Advisors
Alabama
$756K -$33.9K -386 -4%
ASN
557
Advisory Services Network
Georgia
$750K +$24K +274 +3%
CNBT
558
Canandaigua National Bank & Trust
New York
$746K +$830K +9,460 New
S
559
SignatureFD
Georgia
$740K -$62.1K -708 -7%
CL
560
Choreo LLC
Illinois
$728K +$50.1K +571 +7%
NP
561
Nilsine Partners
Colorado
$727K -$67.2K -766 -8%
CG
562
Caprock Group
Idaho
$722K -$519K -5,914 -39%
CAL
563
Capital Analysts LLC
Pennsylvania
$715K +$22.4K +255 +3%
MWM
564
Modern Wealth Management
Kansas
$714K +$195K +2,228 +33%
TRCT
565
Tower Research Capital (TRC)
New York
$713K -$661K -7,536 -45%
AWE
566
Avidian Wealth Enterprises
Texas
$707K +$166K +1,896 +27%
LCM
567
Legato Capital Management
California
$706K -$1.21M -13,773 -61%
CCM
568
Coldstream Capital Management
Washington
$702K -$134K -1,531 -15%
EFG
569
Everhart Financial Group
Ohio
$700K -$79.4K -905 -9%
ATPW
570
Ashton Thomas Private Wealth
Arizona
$697K -$7.72K -88 -1%
CAG
571
Crestwood Advisors Group
Massachusetts
$691K +$253K +2,890 +49%
VI
572
Vestcor Inc
New Brunswick, Canada
$691K – – –
LFA
573
Legacy Financial Advisors
Kentucky
$689K -$23.8K -271 -3%
OAM
574
Oxford Asset Management
United Kingdom
$688K +$766K +8,734 New
AWMT
575
AAFMAA Wealth Management & Trust
North Carolina
$682K -$68K -775 -8%
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