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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
551
CreativeOne Wealth
Kansas
$240K +$233K +3,423 New
RPCONE
552
Retirement Planning Company of New England
Rhode Island
$239K +$233K +3,417 New
BRWM
553
B. Riley Wealth Management
Tennessee
$237K – – –
CAN
554
Cetera Advisor Networks
California
$236K +$15.3K +225 +7%
CS
555
Candriam SCA
Luxembourg
$235K – – –
TAM
556
Trust Asset Management
Texas
$235K – – –
BTWM
557
Baker Tilly Wealth Management
Wisconsin
$228K +$222K +3,264 New
ASN
558
Advisory Services Network
Georgia
$227K -$3.06K -45 -1%
WG
559
Winton Group
United Kingdom
$227K +$221K +3,240 New
TMAM
560
Tokio Marine Asset Management
Japan
$225K +$219K +3,213 New
SW
561
SVB Wealth
Massachusetts
$224K +$218K +3,198 New
CGL
562
Clarius Group LLC
Washington
$222K +$216K +3,171 New
HI
563
Horizon Investments
North Carolina
$217K -$221K -3,240 -51%
SIM
564
Sentry Investment Management
Wisconsin
$217K – – –
BC
565
Burney Company
Virginia
$217K +$211K +3,096 New
MGP
566
Metis Global Partners
California
$215K +$209K +3,069 New
CI
567
CX Institutional
Indiana
$214K -$4.61M -67,623 -96%
FIM
568
Fruth Investment Management
Texas
$210K +$204K +3,000 New
VFA
569
Values First Advisors
Tennessee
$209K +$203K +2,979 New
PFO
570
Pathstone Family Office
New Jersey
$207K +$200K +2,931 New
MWM
571
Mission Wealth Management
California
$207K +$201K +2,955 New
CWA
572
Canvas Wealth Advisors
Kansas
$207K +$202K +2,961 New
BP
573
Ballentine Partners
Massachusetts
$207K +$202K +2,964 New
OCM
574
Orser Capital Management
Texas
$206K +$200K +2,940 New
MAM
575
Mystic Asset Management
Rhode Island
$201K +$196K +2,880 New
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