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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
626
Kestra Private Wealth Services
Texas
$562K -$13.6K -152 -2%
NP
627
NorthRock Partners
Minnesota
$562K +$48.6K +542 +9%
MAS
628
Meeder Advisory Services
Ohio
$560K +$88.9K +992 +18%
MCM
629
Militia Capital Management
Texas
$555K +$586K +6,542 New
SI
630
Stephens Inc
Arkansas
$548K +$579K +6,461 New
SOS
631
Silver Oak Securities
Tennessee
$543K +$574K +6,402 New
HIA
632
Harbor Investment Advisory
Maryland
$539K -$233K -2,605 -29%
GLR
633
Great Lakes Retirement
Ohio
$539K -$48.3K -539 -8%
PCP
634
Perbak Capital Partners
United Kingdom
$535K +$564K +6,297 New
SS
635
Sunbelt Securities
Texas
$534K +$48.1K +537 +9%
VCM
636
Voleon Capital Management
California
$534K -$6.25M -69,769 -92%
AIC
637
Argus Investors Counsel
New York
$531K -$58.8K -656 -9%
SAM
638
Secure Asset Management
Michigan
$528K +$558K +6,225 New
TWP
639
Tyche Wealth Partners
Texas
$528K +$48.9K +546 +10%
SC
640
Savant Capital
Illinois
$524K +$52.1K +581 +10%
TG
641
TCW Group
California
$523K +$26.6K +297 +5%
PCM
642
Polymer Capital Management
New York
$520K -$847K -9,454 -61%
JWA
643
JFS Wealth Advisors
Pennsylvania
$518K -$8.42K -94 -2%
HPM
644
Hoxton Planning & Management
West Virginia
$518K -$1.79K -20 -0.3%
CSPIA
645
Cary Street Partners Investment Advisory
Virginia
$518K -$26.6K -297 -5%
BPA
646
Beacon Pointe Advisors
California
$515K +$154K +1,715 +39%
MCM
647
Manchester Capital Management
Vermont
$515K +$26.8K +299 +5%
EV
648
EJMK Ventures
Illinois
$510K -$184K -2,055 -25%
DCM
649
Delta Capital Management
New Jersey
$509K – – –
CAG
650
Crestwood Advisors Group
Massachusetts
$499K +$91.6K +1,022 +21%
24 25
26
27 28