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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
626
Dakota Wealth Management
Florida
$330K +$773 +10 +0.2%
MAS
627
Meeder Advisory Services
Ohio
$329K +$7.35K +95 +2%
KFS
628
Keynote Financial Services
Connecticut
$325K -$15.5K -200 -5%
IEFM
629
IQ EQ Fund Management
Ireland
$325K -$147K -1,898 -31%
BCM
630
Brookstone Capital Management
Illinois
$325K +$6.26K +81 +2%
MIG
631
McGuire Investment Group
Rhode Island
$325K – – –
NA
632
Navellier & Associates
Nevada
$323K +$1K +13 +0.3%
CIC
633
Carnegie Investment Counsel
Ohio
$322K – – –
CA
634
Clearstead Advisors
Ohio
$319K +$95.4K +1,234 +43%
OFS
635
OneAscent Financial Services
Alabama
$318K +$318K +4,113 New
GI
636
GAMCO Investors
Connecticut
$317K +$12.7K +164 +4%
MG
637
Mather Group
Illinois
$317K +$1.7K +22 +0.5%
CA
638
Commerzbank Aktiengesellschaft
Germany
$315K +$80.8K +1,045 +35%
QCG
639
Quadrant Capital Group
Ohio
$315K – – –
EH
640
Equitable Holdings
New York
$314K +$314K +4,058 New
FCG
641
Fielder Capital Group
Tennessee
$313K – – –
NWA
642
New World Advisors
Massachusetts
$312K -$53K -685 -15%
ECM
643
Evergreen Capital Management
Washington
$310K +$851 +11 +0.3%
SFFS
644
Stonehage Fleming Financial Services
Jersey
$309K +$309K +4,000 New
EWM
645
Executive Wealth Management
Michigan
$305K +$305K +3,939 New
DS
646
DRW Securities
Illinois
$304K +$26.1K +337 +9%
FTWA
647
Fifth Third Wealth Advisors
Ohio
$303K +$88.9K +1,149 +42%
TAM
648
Trust Asset Management
Texas
$303K – – –
MOS
649
MGO One Seven
Ohio
$302K +$302K +3,911 New
CG
650
Cynosure Group
Utah
$300K -$85.6K -1,107 -22%
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