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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
601
EverSource Wealth Advisors
Alabama
$31.1K +$11.2K +193 +51%
BAM
602
Bellevue Asset Management
Washington
$27.6K – – –
LC
603
Lindbrook Capital
California
$25.9K -$4.57K -79 -14%
GWS
604
Glassman Wealth Services
Virginia
$25.2K -$8.61K -149 -24%
CWC
605
Carolinas Wealth Consulting
North Carolina
$21K +$58 +1 +0.3%
RFA
606
Resurgent Financial Advisors
Georgia
$20.9K +$462 +8 +2%
FFA
607
Farther Finance Advisors
California
$20.7K +$12.6K +218 +135%
CT
608
Cambridge Trust
Massachusetts
$20.5K -$1.21K -21 -5%
BWL
609
Bogart Wealth LLC
Virginia
$17.7K +$10.2K +177 +120%
MA
610
MCF Advisors
Kentucky
$17.6K – – –
CWM
611
Compass Wealth Management
Connecticut
$17.2K – – –
C
612
Covestor
United Kingdom
$17K -$462 -8 -3%
UB
613
UMB Bank
Missouri
$16.6K -$2.25K -39 -11%
CA
614
Crewe Advisors
Utah
$16.6K -$5.2K -90 -23%
MMG
615
Monetary Management Group
Missouri
$16.4K – – –
NIC
616
Northwest Investment Counselors
Oregon
$16.1K – – –
AWM
617
AllSquare Wealth Management
New York
$15.1K – – –
AF
618
Arrow Financial
New York
$13.7K -$2.89K -50 -17%
RTC
619
Riverview Trust Company
Washington
$13.4K – – –
FMP
620
Financial Management Professionals
Texas
$13K +$2.48K +43 +23%
SIC
621
Salem Investment Counselors
North Carolina
$12.3K – – –
CAC
622
Core Alternative Capital
Georgia
$12K – – –
MWM
623
Mascoma Wealth Management
New Hampshire
$11.8K – – –
YDMI
624
Y.D. More Investments
Israel
$11.6K – – –
MCM
625
MV Capital Management
Maryland
$11.5K -$4.51K -78 -27%
23 24
25
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