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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
726
IFC Advisors
California
$315K +$9.74K +111 +3%
PS
727
Principal Securities
Iowa
$314K +$46.4K +529 +15%
CIC
728
Chilton Investment Company
Connecticut
$311K – – –
DIA
729
Dana Investment Advisors
Wisconsin
$310K +$21.5K +245 +7%
LAM
730
LECAP Asset Management
United Kingdom
$309K +$344K +3,918 New
GWMR
731
GC Wealth Management RIA
Massachusetts
$308K +$877 +10 +0.3%
RI
732
Ridgewood Investments
New Jersey
$308K -$6.58K -75 -2%
HI
733
Harbour Investments
Wisconsin
$306K +$4.47K +51 +1%
PWM
734
Pines Wealth Management
North Carolina
$303K +$9.12K +104 +3%
FNT
735
First National Trust
Pennsylvania
$302K -$20.4K -232 -6%
VFA
736
Valeo Financial Advisors
Indiana
$302K -$7.63K -87 -2%
LS
737
Livforsakringsbolaget Skandia
Sweden
$301K – – –
AA
738
ALPS Advisors
Colorado
$301K +$335K +3,818 New
PA
739
Profund Advisors
Maryland
$295K -$11.3K -129 -3%
EFG
740
Elm3 Financial Group
Georgia
$295K -$118K -1,342 -26%
CAMG
741
CWA Asset Management Group
Florida
$293K +$69.8K +796 +27%
DWM
742
Dakota Wealth Management
Florida
$290K +$17.6K +201 +6%
DAS
743
Dynamic Advisor Solutions
Arizona
$290K +$62.9K +717 +24%
SWM
744
Spire Wealth Management
Virginia
$289K -$19.9K -227 -6%
WFA
745
Wellspring Financial Advisors
Ohio
$288K -$74.6K -850 -19%
HSA
746
HBK Sorce Advisory
Pennsylvania
$287K -$7.54K -86 -3%
FCM
747
Fieldview Capital Management
Michigan
$286K +$319K +3,632 New
QWP
748
Quotient Wealth Partners
Texas
$284K -$45.9K -523 -13%
PWM
749
Perigon Wealth Management
California
$280K +$52.5K +599 +20%
QI
750
Qtron Investments
Massachusetts
$279K -$53.7K -612 -15%
28 29
30
31 32