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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HCPC
576
Hamilton Capital Partners (Canada)
$711K +$259K +3,241 +69%
BFS
577
Bradley Foster & Sargent
Connecticut
$711K -$32.2K -403 -5%
SSWM
578
Smith Salley Wealth Management
North Carolina
$710K +$3.19K +40 +0.5%
CAM
579
Cypress Asset Management
Texas
$708K – – –
CW
580
CreativeOne Wealth
Kansas
$708K +$632K +7,917 New
OIS
581
OneAscent Investment Solutions
Alabama
$697K -$4.87K -61 -0.8%
BMC
582
Beaton Management Company
Massachusetts
$697K – – –
OC
583
Oppenheimer & Co
New York
$695K -$171K -2,146 -22%
EWA
584
EverSource Wealth Advisors
Alabama
$694K +$207K +2,593 +50%
NP
585
NorthRock Partners
Minnesota
$689K +$175K +2,187 +40%
OIA
586
OneDigital Investment Advisors
Kansas
$681K +$6.47K +81 +1%
GF
587
Gabelli Funds
New York
$676K -$63.1K -790 -9%
GIA
588
Gladstone Institutional Advisory
Florida
$674K +$5.19K +65 +0.9%
TP
589
Tranquility Partners
Tennessee
$669K +$597K +7,482 New
EFG
590
Everhart Financial Group
Ohio
$669K +$56K +701 +10%
CCM
591
Coldstream Capital Management
Washington
$655K -$55.9K -700 -9%
CBUSF
592
Construction & Building Unions Superannuation Fund
Australia
$653K +$583K +7,300 New
PWP
593
Private Wealth Partners
California
$650K – – –
VFP
594
Verus Financial Partners
Virginia
$642K -$19.2K -241 -3%
MYIA
595
Mount Yale Investment Advisors
Colorado
$642K +$21.4K +268 +4%
KPWS
596
Kestra Private Wealth Services
Texas
$636K -$18K -225 -3%
EH
597
Equitable Holdings
New York
$633K +$104K +1,309 +23%
IWP
598
Insight Wealth Partners
Texas
$626K – – –
GEA
599
Glen Eagle Advisors
New Jersey
$624K +$7.98K +100 +1%
ATPW
600
Ashton Thomas Private Wealth
Arizona
$622K +$53.1K +665 +11%
22 23
24
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