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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
626
Kestra Private Wealth Services
Texas
$518K -$5K -57 -0.9%
BCM
627
Bayesian Capital Management
New York
$514K +$572K +6,522 New
CSPIA
628
Cary Street Partners Investment Advisory
Virginia
$512K +$34.6K +394 +6%
AIC
629
Argus Investors Counsel
New York
$512K +$21K +239 +4%
CCA
630
Checchi Capital Advisers
California
$508K -$74.7K -852 -12%
LSA
631
Leonteq Securities AG
Switzerland
$504K +$225K +2,560 +67%
SAM
632
Secure Asset Management
Michigan
$497K +$7.19K +82 +1%
OIS
633
OneAscent Investment Solutions
Alabama
$495K -$420K -4,785 -43%
TG
634
TCW Group
California
$494K +$9.65K +110 +2%
PPWP
635
Premier Path Wealth Partners
New Jersey
$492K -$42.5K -485 -7%
DCM
636
Delta Capital Management
New Jersey
$488K +$17.5K +200 +3%
PCA
637
Pallas Capital Advisors
Massachusetts
$485K +$28.5K +325 +6%
CS
638
CapitalatWork SA
$483K -$4.28M -48,826 Closed
MAM
639
Martingale Asset Management
Massachusetts
$482K -$395K -4,500 -42%
JWA
640
JFS Wealth Advisors
Pennsylvania
$482K +$965 +11 +0.2%
BP
641
BNP Paribas
France
$480K +$535K +6,096 New
MCM
642
Manchester Capital Management
Vermont
$477K -$1.58K -18 -0.3%
NP
643
NorthRock Partners
Minnesota
$476K -$50.3K -573 -9%
HFO
644
Heritage Family Offices
Arizona
$475K -$533K -6,082 -50%
PEWA
645
Pacific Excel Wealth Advisors
California
$475K +$528K +6,025 New
WPC
646
Wedmont Private Capital
Pennsylvania
$471K +$3.95K +45 +0.8%
WA
647
Waverly Advisors
Alabama
$469K +$57.5K +655 +12%
MG
648
Mather Group
Illinois
$464K +$7.54K +86 +1%
PAG
649
Private Advisor Group
New Jersey
$463K -$430K -4,900 -45%
MAS
650
Meeder Advisory Services
Ohio
$461K -$65K -741 -11%
24 25
26
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