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NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
601
Parallel Advisors
California
$630K -$66K -752 -9%
SC
602
Syon Capital
California
$620K +$27.4K +312 +4%
BMC
603
Beaton Management Company
Massachusetts
$615K – – –
KHCM
604
Kirtland Hills Capital Management
Ohio
$613K +$33.4K +381 +5%
CI
605
CX Institutional
Indiana
$612K -$81.4K -928 -11%
OC
606
Oppenheimer & Co
New York
$609K -$303K -3,459 -31%
GEA
607
Glen Eagle Advisors
New Jersey
$608K -$13.2K -150 -2%
VV
608
Verity & Verity
South Carolina
$604K -$74.5K -849 -10%
GRP
609
Global Retirement Partners
California
$604K +$672K +7,661 New
GIA
610
Gladstone Institutional Advisory
Florida
$594K +$17K +194 +3%
UWM
611
Urban Wealth Management
California
$589K +$165K +1,883 +34%
SSWM
612
Smith Salley Wealth Management
North Carolina
$588K -$40.7K -464 -6%
FTWA
613
Fifth Third Wealth Advisors
Ohio
$588K +$4.74K +54 +0.7%
HIA
614
Harbor Investment Advisory
Maryland
$576K +$83.3K +950 +15%
GM
615
GeoWealth Management
Illinois
$571K -$32.1K -366 -5%
IAIM
616
International Assets Investment Management
Florida
$571K -$28.2K -322 -4%
SWA
617
Stratos Wealth Advisors
Ohio
$567K +$2.28K +26 +0.4%
AF
618
Aviso Financial
Ontario, Canada
$554K -$55.3K -630 -8%
VFP
619
Verus Financial Partners
Virginia
$554K – – –
CFG
620
Citizens Financial Group
Rhode Island
$554K -$69.7K -795 -10%
CIS
621
Custom Index Systems
New York
$551K -$13.1K -149 -2%
PFPG
622
Pinnacle Financial Partners (Georgia)
Georgia
$542K -$1.75K -20 -0.3%
BFS
623
Bradley Foster & Sargent
Connecticut
$542K – – –
PWP
624
Principle Wealth Partners
Connecticut
$540K -$20.9K -238 -3%
ORI
625
Oak Ridge Investments
Illinois
$530K -$90.7K -1,034 -13%
23 24
25
26 27