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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
551
GC Wealth Management RIA
Massachusetts
$858K +$103K +1,111 +13%
CBA
552
Coastal Bridge Advisors
Connecticut
$844K -$2.32K -25 -0.3%
PAG
553
Private Advisor Group
New Jersey
$844K +$4.26K +46 +0.5%
EWA
554
EverSource Wealth Advisors
Alabama
$835K +$155K +1,672 +22%
DADC
555
D.A. Davidson & Co
Montana
$834K -$8.71K -94 -1%
SPA
556
Sherbrooke Park Advisers
New York
$830K +$526K +5,677 +153%
SBFM
557
S-Bank Fund Management
Finland
$824K -$11.2K -121 -1%
PFG
558
PAX Financial Group
Texas
$813K -$75.2K -812 -8%
LFA
559
Legacy Financial Advisors
Kentucky
$811K +$23.7K +256 +3%
HIA
560
Harbor Investment Advisory
Maryland
$809K +$1.76K +19 +0.2%
HW
561
Hancock Whitney
Mississippi
$807K -$281K -3,035 -25%
IB
562
Intrust Bank
Kansas
$803K -$1.48K -16 -0.2%
SSWM
563
Smith Salley Wealth Management
North Carolina
$802K +$104K +1,124 +14%
SI
564
Seeds Investor
New York
$800K -$24K -259 -3%
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$791K +$786K +8,484 +1,856%
CCM
566
Coldstream Capital Management
Washington
$783K +$141K +1,523 +21%
VI
567
Vestcor Inc
New Brunswick, Canada
$776K – – –
IAIM
568
International Assets Investment Management
Florida
$775K – – –
HAG
569
HighPoint Advisor Group
Illinois
$771K +$278K +3,001 +53%
MSE
570
MUFG Securities EMEA
United Kingdom
$767K +$691K +7,457 +612%
HCA
571
Harbor Capital Advisors
Illinois
$766K -$32.6K -352 -4%
EFG
572
Everhart Financial Group
Ohio
$757K +$99.6K +1,075 +14%
CAL
573
Capital Analysts LLC
Pennsylvania
$755K -$1.3K -14 -0.2%
CFO
574
Callan Family Office
Pennsylvania
$755K -$84.8K -916 -10%
ATPW
575
Ashton Thomas Private Wealth
Arizona
$748K +$138K +1,492 +21%
21 22
23
24 25