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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
676
Oakworth Capital
Alabama
$6.44K -$14.2K -228 -68%
SWA
677
Sutton Wealth Advisors
Florida
$6.38K -$187 -3 -3%
MPCL
678
My Personal CFO LLC
Washington
$6.13K +$6.23K +100 New
AAMU
679
AEGON Asset Management (UK)
United Kingdom
$6K -$1.93K -31 -25%
CFGS
680
Concourse Financial Group Securities
Alabama
$5.83K +$1.62K +26 +38%
SSB
681
Sandy Spring Bank
Maryland
$5.71K – – –
RTL
682
Red Tortoise LLC
Georgia
$5.71K +$5.79K +93 New
VNA
683
Valley National Advisers
Pennsylvania
$5K – – –
FWM
684
Focused Wealth Management
New York
$4.6K – – –
WPWM
685
Western Pacific Wealth Management
Illinois
$4.23K +$4.3K +69 New
TCA
686
Trifecta Capital Advisors
Illinois
$4.05K +$4.11K +66 New
BWM
687
BerganKDV Wealth Management
Minnesota
$3.34K +$62 +1 +2%
HS
688
Horan Securities
United States
$3.25K +$3.3K +53 New
BWM
689
Baystate Wealth Management
Massachusetts
$3K – – –
CWP
690
Concord Wealth Partners
Virginia
$2.94K +$2.99K +48 New
SIC
691
SJS Investment Consulting
Ohio
$2.88K +$1.56K +25 +114%
DI
692
Disciplined Investments
Oklahoma
$2.82K -$62 -1 -2%
BWA
693
BDO Wealth Advisors
Florida
$2.76K – – –
RWM
694
Raffa Wealth Management
District of Columbia
$2.76K – – –
CTB
695
Country Trust Bank
Illinois
$2.58K -$1.5K -24 -36%
BHWM
696
Beaird Harris Wealth Management
Texas
$2.39K +$2.43K +39 New
GWM
697
Geneos Wealth Management
Colorado
$2.21K – – –
NC
698
NewSquare Capital
Pennsylvania
$2.21K +$1.12K +18 +100%
CMP
699
Coston McIsaac & Partners
Maine
$2K – – –
TFGT
700
TS Financial Group (TSFG)
Illinois
$2K – – –
26 27
28
29 30