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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
726
GAMCO Investors
Connecticut
$329K -$12.7K -145 -3%
CWG
727
Cornerstone Wealth Group
North Carolina
$325K +$11.2K +128 +3%
WANY
728
Wealthspire Advisors (New York)
New York
$319K +$355K +4,044 New
AWM
729
Aprio Wealth Management
Georgia
$318K -$16.6K -189 -4%
RPCONE
730
Retirement Planning Company of New England
Rhode Island
$318K -$526 -6 -0.1%
RFN
731
Redwood Financial Network
Ohio
$316K -$1.93K -22 -0.5%
IA
732
IFC Advisors
California
$315K +$9.74K +111 +3%
PS
733
Principal Securities
Iowa
$314K +$46.4K +529 +15%
CIC
734
Chilton Investment Company
Connecticut
$311K – – –
DIA
735
Dana Investment Advisors
Wisconsin
$310K +$21.5K +245 +7%
LAM
736
LECAP Asset Management
United Kingdom
$309K +$344K +3,918 New
GWMR
737
GC Wealth Management RIA
Massachusetts
$308K +$877 +10 +0.3%
RI
738
Ridgewood Investments
New Jersey
$308K -$6.58K -75 -2%
HI
739
Harbour Investments
Wisconsin
$306K +$4.47K +51 +1%
PWM
740
Pines Wealth Management
North Carolina
$303K +$9.12K +104 +3%
FNT
741
First National Trust
Pennsylvania
$302K -$20.4K -232 -6%
VFA
742
Valeo Financial Advisors
Indiana
$302K -$7.63K -87 -2%
LS
743
Livforsakringsbolaget Skandia
Sweden
$301K – – –
AA
744
ALPS Advisors
Colorado
$301K +$335K +3,818 New
PA
745
Profund Advisors
Maryland
$295K -$11.3K -129 -3%
EFG
746
Elm3 Financial Group
Georgia
$295K -$118K -1,342 -26%
CAMG
747
CWA Asset Management Group
Florida
$293K +$69.8K +796 +27%
DWM
748
Dakota Wealth Management
Florida
$290K +$17.6K +201 +6%
DAS
749
Dynamic Advisor Solutions
Arizona
$290K +$62.9K +717 +24%
SWM
750
Spire Wealth Management
Virginia
$289K -$19.9K -227 -6%
28 29
30
31 32