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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
701
Creative Financial Designs
Indiana
$9.04K – – –
HFS
702
Hantz Financial Services
Michigan
$9K +$8.6K +142 New
MAM
703
Meeder Asset Management
Ohio
$8.74K +$8.78K +145 New
PWMG
704
Private Wealth Management Group
New Jersey
$8.68K – – –
CWM
705
Cedar Wealth Management
California
$8.44K -$3.69K -61 -30%
JWM
706
Janiczek Wealth Management
Colorado
$7.77K – – –
MFT
707
Moisand Fitzgerald Tamayo
Florida
$7.59K – – –
CPG
708
Cornerstone Planning Group
New Jersey
$7.15K -$3.57K -59 -35%
EL
709
EMFO LLC
Florida
$6.88K – – –
CTWM
710
Cherry Tree Wealth Management
Minnesota
$6.87K – – –
CFO
711
CVA Family Office
Colorado
$6.81K +$485 +8 +8%
FFL
712
Financial Freedom LLC
Ohio
$6.12K +$61 +1 +1%
IAIM
713
International Assets Investment Management
Florida
$5.79K +$5.82K +96 New
SC
714
Stephens Consulting
Michigan
$5.67K +$5.69K +94 New
RTL
715
Red Tortoise LLC
Georgia
$5.6K – – –
PCMC
716
Planning Capital Management Corporation
Pennsylvania
$5.42K – – –
VNA
717
Valley National Advisers
Pennsylvania
$5K – – –
WIM
718
Westside Investment Management
California
$4.88K +$4.91K +81 New
AWM
719
Abound Wealth Management
Tennessee
$4.52K – – –
BIA
720
Bell Investment Advisors
California
$4.16K – – –
TCA
721
Trifecta Capital Advisors
Illinois
$3.98K – – –
PA
722
Pineridge Advisors
Missouri
$3.98K +$4K +66 New
CAM
723
Creekmur Asset Management
Illinois
$3.8K +$3.82K +63 New
GWP
724
Gen-Wealth Partners
Michigan
$3.62K – – –
VWM
725
Venturi Wealth Management
Texas
$3.31K -$1.64K -27 -33%
27 28
29
30 31