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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
701
Vestmark Advisory Solutions
Massachusetts
$370K -$19.7K -225 -5%
FCG
702
Fielder Capital Group
Tennessee
$369K +$965 +11 +0.2%
HIS
703
Harvest Investment Services
Illinois
$368K -$9.47K -108 -2%
MIM
704
Morningstar Investment Management
Illinois
$366K – – –
BPA
705
Beacon Pointe Advisors
California
$365K -$126K -1,432 -24%
BHCM
706
Brevan Howard Capital Management
Jersey
$364K +$141K +1,611 +54%
MOS
707
MGO One Seven
Ohio
$361K -$24.6K -281 -6%
DTL
708
Dynamic Technology Lab
Singapore
$359K -$484K -5,522 -55%
SS
709
SBI Securities
Japan
$356K +$24.7K +282 +7%
FCP
710
Fidelis Capital Partners
Florida
$356K +$8.33K +95 +2%
VFA
711
Values First Advisors
Tennessee
$347K +$387K +4,408 New
CA
712
Clearstead Advisors
Ohio
$345K +$146K +1,663 +61%
TCWA
713
Turtle Creek Wealth Advisors
Texas
$344K +$384K +4,375 New
CI
714
Cigna Investments
Connecticut
$343K – – –
KIC
715
Kensington Investment Counsel
California
$341K -$4.3K -49 -1%
TW
716
TritonPoint Wealth
Maryland
$341K -$26.4K -301 -7%
ITG
717
Index Technologies Group
New York
$332K -$13K -148 -3%
HCPC
718
Hamilton Capital Partners (Canada)
$332K -$101K -1,146 -21%
MIG
719
McGuire Investment Group
Rhode Island
$331K – – –
LFAS
720
Level Four Advisory Services
Texas
$330K +$1.23K +14 +0.3%
GI
721
GAMCO Investors
Connecticut
$329K -$12.7K -145 -3%
CWG
722
Cornerstone Wealth Group
North Carolina
$325K +$11.2K +128 +3%
WANY
723
Wealthspire Advisors (New York)
New York
$319K +$355K +4,044 New
AWM
724
Aprio Wealth Management
Georgia
$318K -$16.6K -189 -4%
RPCONE
725
Retirement Planning Company of New England
Rhode Island
$318K -$526 -6 -0.1%
27 28
29
30 31