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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
601
Oppenheimer & Co
New York
$609K -$303K -3,459 -31%
GEA
602
Glen Eagle Advisors
New Jersey
$608K -$13.2K -150 -2%
VV
603
Verity & Verity
South Carolina
$604K -$74.5K -849 -10%
GRP
604
Global Retirement Partners
California
$604K +$672K +7,661 New
GIA
605
Gladstone Institutional Advisory
Florida
$594K +$17K +194 +3%
UWM
606
Urban Wealth Management
California
$589K +$165K +1,883 +34%
SSWM
607
Smith Salley Wealth Management
North Carolina
$588K -$40.7K -464 -6%
FTWA
608
Fifth Third Wealth Advisors
Ohio
$588K +$4.74K +54 +0.7%
HIA
609
Harbor Investment Advisory
Maryland
$576K +$83.3K +950 +15%
GM
610
GeoWealth Management
Illinois
$571K -$32.1K -366 -5%
IAIM
611
International Assets Investment Management
Florida
$571K -$28.2K -322 -4%
SWA
612
Stratos Wealth Advisors
Ohio
$567K +$2.28K +26 +0.4%
AF
613
Aviso Financial
Ontario, Canada
$554K -$55.3K -630 -8%
VFP
614
Verus Financial Partners
Virginia
$554K – – –
CFG
615
Citizens Financial Group
Rhode Island
$554K -$69.7K -795 -10%
CIS
616
Custom Index Systems
New York
$551K -$13.1K -149 -2%
PFPG
617
Pinnacle Financial Partners (Georgia)
Georgia
$542K -$1.75K -20 -0.3%
BFS
618
Bradley Foster & Sargent
Connecticut
$542K – – –
PWP
619
Principle Wealth Partners
Connecticut
$540K -$20.9K -238 -3%
ORI
620
Oak Ridge Investments
Illinois
$530K -$90.7K -1,034 -13%
PI
621
Pettee Investors
Connecticut
$530K +$235K +2,675 +66%
IMRF
622
Illinois Municipal Retirement Fund
Illinois
$529K -$598K -6,817 -50%
EH
623
Equitable Holdings
New York
$529K +$965 +11 +0.2%
SAM
624
Sompo Asset Management
Japan
$529K -$17.5K -200 -3%
AU
625
AlphaGrep UK
$522K +$189K +2,149 +48%
23 24
25
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