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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
576
Capital Analysts LLC
Pennsylvania
$837K +$6.75K +75 +0.9%
FRA
577
Frank Rimerman Advisors
California
$831K +$11.5K +128 +2%
SSWM
578
Smith Salley Wealth Management
North Carolina
$821K -$55K -612 -7%
SP
579
SIH Partners
Delaware
$813K +$753K +8,373 New
PFG
580
PAX Financial Group
Texas
$811K -$75.6K -841 -9%
QIM
581
Quantitative Investment Management
Virginia
$803K +$228K +2,537 +44%
HC
582
Hara Capital
Washington
$801K – – –
BHPW
583
Beverly Hills Private Wealth
California
$797K +$737K +8,201 New
FFG
584
Fortem Financial Group
California
$793K +$484K +5,380 +193%
ACP
585
Aviance Capital Partners
Florida
$793K – – –
BCM
586
Boreal Capital Management
Florida
$793K +$208K +2,316 +40%
CAM
587
Cresset Asset Management
Illinois
$792K +$295K +3,280 +67%
ASN
588
Advisory Services Network
Georgia
$787K -$3.42K -38 -0.5%
SAM
589
Strategy Asset Managers
California
$784K -$5.58K -62 -0.8%
LSA
590
Leonteq Securities AG
Switzerland
$783K -$455K -5,065 -39%
EV
591
EJMK Ventures
Illinois
$783K +$725K +8,061 New
AWP
592
Abacus Wealth Partners
California
$769K +$712K +7,918 New
OIA
593
OneDigital Investment Advisors
Kansas
$767K +$57K +634 +9%
BMC
594
Beaton Management Company
Massachusetts
$758K – – –
OIS
595
OneAscent Investment Solutions
Alabama
$752K -$1.17K -13 -0.2%
KC
596
Kepler Cheuvreux
$748K +$693K +7,703 New
FRM
597
Fox Run Management
Connecticut
$746K -$965K -10,736 -58%
IAIM
598
International Assets Investment Management
Florida
$738K -$100K -1,113 -13%
EP
599
Essential Partners
California
$737K +$74K +823 +12%
ATPW
600
Ashton Thomas Private Wealth
Arizona
$730K -$84.7K -942 -11%
22 23
24
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