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NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
601
HighPoint Advisor Group
Illinois
$729K -$109K -1,207 -14%
PCA
602
Pallas Capital Advisors
Massachusetts
$724K -$43.9K -488 -6%
GRP
603
Global Retirement Partners
California
$722K +$535K +5,952 +402%
TE
604
Tema ETFs
New York
$718K -$1.8K -20 -0.3%
LGA
605
Lebenthal Global Advisors
New York
$707K +$198K +2,203 +43%
SWA
606
Stratos Wealth Advisors
Ohio
$704K +$45.2K +503 +7%
GEA
607
Glen Eagle Advisors
New Jersey
$700K -$17.9K -199 -3%
EH
608
Equitable Holdings
New York
$698K -$4.68K -52 -0.7%
FTWA
609
Fifth Third Wealth Advisors
Ohio
$698K -$15K -167 -2%
ILI
610
Invesco LLC (Illinois)
Illinois
$697K +$1.44K +16 +0.2%
VFP
611
Verus Financial Partners
Virginia
$695K -$10.6K -118 -2%
PFPG
612
Pinnacle Financial Partners (Georgia)
Georgia
$690K +$638K +7,100 New
BFS
613
Bradley Foster & Sargent
Connecticut
$688K – – –
CIS
614
Custom Index Systems
New York
$682K +$631K +7,021 New
AIC
615
Argus Investors Counsel
New York
$671K +$36.8K +409 +6%
GLR
616
Great Lakes Retirement
Ohio
$669K +$25.9K +288 +4%
VFA
617
Valeo Financial Advisors
Indiana
$666K +$54.8K +609 +10%
WWM
618
Western Wealth Management
Colorado
$660K +$312K +3,466 +104%
KPWS
619
Kestra Private Wealth Services
Texas
$658K -$105K -1,167 -15%
FFM
620
Forum Financial Management
Illinois
$648K +$5.75K +64 +1%
GS
621
GTS Securities
Florida
$643K +$307K +3,413 +107%
GIA
622
Gladstone Institutional Advisory
Florida
$643K +$4.86K +54 +0.8%
AFCM
623
Applied Finance Capital Management
Puerto Rico
$641K +$593K +6,598 New
KHCM
624
Kirtland Hills Capital Management
Ohio
$639K +$257K +2,853 +77%
ECM
625
Evergreen Capital Management
Washington
$627K +$185K +2,052 +47%
23 24
25
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