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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
576
Frank Rimerman Advisors
California
$831K +$11.5K +128 +2%
SSWM
577
Smith Salley Wealth Management
North Carolina
$821K -$55K -612 -7%
SP
578
SIH Partners
Delaware
$813K +$753K +8,373 New
PFG
579
PAX Financial Group
Texas
$811K -$75.6K -841 -9%
QIM
580
Quantitative Investment Management
Virginia
$803K +$228K +2,537 +44%
HC
581
Hara Capital
Washington
$801K – – –
BHPW
582
Beverly Hills Private Wealth
California
$797K +$737K +8,201 New
FFG
583
Fortem Financial Group
California
$793K +$484K +5,380 +193%
ACP
584
Aviance Capital Partners
Florida
$793K – – –
BCM
585
Boreal Capital Management
Florida
$793K +$208K +2,316 +40%
CAM
586
Cresset Asset Management
Illinois
$792K +$295K +3,280 +67%
ASN
587
Advisory Services Network
Georgia
$787K -$3.42K -38 -0.5%
SAM
588
Strategy Asset Managers
California
$784K -$5.58K -62 -0.8%
LSA
589
Leonteq Securities AG
Switzerland
$783K -$455K -5,065 -39%
EV
590
EJMK Ventures
Illinois
$783K +$725K +8,061 New
AWP
591
Abacus Wealth Partners
California
$769K +$712K +7,918 New
OIA
592
OneDigital Investment Advisors
Kansas
$767K +$57K +634 +9%
BMC
593
Beaton Management Company
Massachusetts
$758K – – –
OIS
594
OneAscent Investment Solutions
Alabama
$752K -$1.17K -13 -0.2%
KC
595
Kepler Cheuvreux
$748K +$693K +7,703 New
FRM
596
Fox Run Management
Connecticut
$746K -$965K -10,736 -58%
IAIM
597
International Assets Investment Management
Florida
$738K -$100K -1,113 -13%
EP
598
Essential Partners
California
$737K +$74K +823 +12%
ATPW
599
Ashton Thomas Private Wealth
Arizona
$730K -$84.7K -942 -11%
HAG
600
HighPoint Advisor Group
Illinois
$729K -$109K -1,207 -14%
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