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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
601
Lincoln National Corp
Pennsylvania
$227K +$694 +12 +0.3%
SW
602
SVB Wealth
Massachusetts
$226K -$20.9K -362 -9%
EFG
603
Everhart Financial Group
Ohio
$225K +$207K +3,570 New
CFG
604
Cooper Financial Group
California
$223K – – –
CAM
605
Cubic Asset Management
Massachusetts
$222K – – –
SA
606
SpiderRock Advisors
Delaware
$221K +$212K +3,669 New
CSI
607
Cross Staff Investments
New York
$221K – – –
AFG
608
Allegheny Financial Group
Pennsylvania
$220K +$202K +3,483 New
ASN
609
Advisory Services Network
Georgia
$219K -$21.4K -370 -10%
BBHC
610
Brown Brothers Harriman & Co
New York
$217K – – –
MG
611
Mather Group
Illinois
$217K -$9.37K -162 -4%
CCIA
612
Cherry Creek Investment Advisors
Colorado
$215K +$198K +3,414 New
LNB
613
Ledyard National Bank
$208K +$191K +3,300 New
NC
614
nVerses Capital
Florida
$208K +$191K +3,300 New
CWA
615
CM Wealth Advisors
Ohio
$206K +$196K +3,387 New
OIA
616
OneDigital Investment Advisors
Kansas
$206K +$189K +3,267 New
SC
617
Syon Capital
California
$205K +$188K +3,244 New
AAM
618
Advisors Asset Management
Colorado
$205K -$254K -4,389 -58%
DWA
619
Delap Wealth Advisory
Oregon
$203K +$186K +3,215 New
HI
620
Harbour Investments
Wisconsin
$203K +$155K +2,682 +503%
BPA
621
Beacon Pointe Advisors
California
$201K +$184K +3,188 New
NA
622
NewEdge Advisors
Louisiana
$198K +$132K +2,275 +262%
CSC
623
Caldwell Sutter Capital
California
$189K – – –
TCOV
624
Trust Company of Vermont
Vermont
$186K +$171K +2,947 New
CLOS
625
Compagnie Lombard Odier SCmA
Switzerland
$175K – – –
23 24
25
26 27