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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
601
SVB Wealth
Massachusetts
$226K -$20.9K -362 -9%
EFG
602
Everhart Financial Group
Ohio
$225K +$207K +3,570 New
CFG
603
Cooper Financial Group
California
$223K – – –
CAM
604
Cubic Asset Management
Massachusetts
$222K – – –
SA
605
SpiderRock Advisors
Delaware
$221K +$212K +3,669 New
CSI
606
Cross Staff Investments
New York
$221K – – –
AFG
607
Allegheny Financial Group
Pennsylvania
$220K +$202K +3,483 New
ASN
608
Advisory Services Network
Georgia
$219K -$21.4K -370 -10%
BBHC
609
Brown Brothers Harriman & Co
New York
$217K – – –
MG
610
Mather Group
Illinois
$217K -$9.37K -162 -4%
CCIA
611
Cherry Creek Investment Advisors
Colorado
$215K +$198K +3,414 New
LNB
612
Ledyard National Bank
$208K +$191K +3,300 New
NC
613
nVerses Capital
Florida
$208K +$191K +3,300 New
CWA
614
CM Wealth Advisors
Ohio
$206K +$196K +3,387 New
OIA
615
OneDigital Investment Advisors
Kansas
$206K +$189K +3,267 New
SC
616
Syon Capital
California
$205K +$188K +3,244 New
AAM
617
Advisors Asset Management
Colorado
$205K -$254K -4,389 -58%
DWA
618
Delap Wealth Advisory
Oregon
$203K +$186K +3,215 New
HI
619
Harbour Investments
Wisconsin
$203K +$155K +2,682 +503%
BPA
620
Beacon Pointe Advisors
California
$201K +$184K +3,188 New
NA
621
NewEdge Advisors
Louisiana
$198K +$132K +2,275 +262%
CSC
622
Caldwell Sutter Capital
California
$189K – – –
TCOV
623
Trust Company of Vermont
Vermont
$186K +$171K +2,947 New
CLOS
624
Compagnie Lombard Odier SCmA
Switzerland
$175K – – –
QCG
625
Quadrant Capital Group
Ohio
$174K -$5.55K -96 -3%
23 24
25
26 27