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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
726
OneAscent Wealth Management
Alabama
– -$284K -5,195 Closed
OFS
727
OneAscent Financial Services
Alabama
– -$266K -4,870 Closed
CGPCS
728
Capital Group Private Client Services
California
– -$264K -4,831 Closed
PWM
729
Perigon Wealth Management
California
– -$247K -4,509 Closed
HWM
730
HB Wealth Management
Georgia
– -$232K -4,235 Closed
WPC
731
Wedmont Private Capital
Pennsylvania
– -$228K -4,184 Closed
IAA
732
Independent Advisor Alliance
North Carolina
– -$219K -4,002 Closed
CAG
733
Crestwood Advisors Group
Massachusetts
– -$218K -3,980 Closed
AWM
734
Apollon Wealth Management
South Carolina
– -$216K -3,958 Closed
TAM
735
Trust Asset Management
Texas
– -$214K -3,915 Closed
HR
736
Howe & Rusling
New York
– -$206K -3,774 Closed
SG
737
StoneX Group
New York
– -$204K -3,736 Closed
EI
738
Ellevest Inc
New York
– -$127K -2,328 Closed
QL
739
Quarry LP
New York
– -$68.6K -1,254 Closed
AAS
740
Ameritas Advisory Services
Nebraska
– -$61.2K -1,099 Closed
ONST
741
Old North State Trust
North Carolina
– -$44K -804 Closed
BAM
742
Belpointe Asset Management
Nevada
– -$37.2K -680 Closed
RFA
743
Resurgent Financial Advisors
Georgia
– -$20.9K -383 Closed
CT
744
Cambridge Trust
Massachusetts
– -$20.5K -375 Closed
MWM
745
Mascoma Wealth Management
New Hampshire
– -$11.8K -213 Closed
CAL
746
Capital Advisors Ltd
Ohio
– -$10K -192 Closed
TWA
747
TCI Wealth Advisors
Arizona
– -$7.55K -138 Closed
MIA
748
Milestone Investment Advisors
Wisconsin
– -$6.4K -117 Closed
SC
749
Schubert & Co
Texas
– -$5.14K -94 Closed
HCP
750
Hexagon Capital Partners
Arkansas
– -$3.79K -70 Closed
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