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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BHCM
726
Boulder Hill Capital Management
New York
– -$333K -6,100 Closed
SW
727
SVB Wealth
Massachusetts
– -$300K -5,490 Closed
OWM
728
OneAscent Wealth Management
Alabama
– -$284K -5,195 Closed
OFS
729
OneAscent Financial Services
Alabama
– -$266K -4,870 Closed
CGPCS
730
Capital Group Private Client Services
California
– -$264K -4,831 Closed
PWM
731
Perigon Wealth Management
California
– -$247K -4,509 Closed
HWM
732
HB Wealth Management
Georgia
– -$232K -4,235 Closed
WPC
733
Wedmont Private Capital
Pennsylvania
– -$228K -4,184 Closed
IAA
734
Independent Advisor Alliance
North Carolina
– -$219K -4,002 Closed
CAG
735
Crestwood Advisors Group
Massachusetts
– -$218K -3,980 Closed
AWM
736
Apollon Wealth Management
South Carolina
– -$216K -3,958 Closed
TAM
737
Trust Asset Management
Texas
– -$214K -3,915 Closed
HR
738
Howe & Rusling
New York
– -$206K -3,774 Closed
SG
739
StoneX Group
New York
– -$204K -3,736 Closed
EI
740
Ellevest Inc
New York
– -$127K -2,328 Closed
QL
741
Quarry LP
New York
– -$68.6K -1,254 Closed
AAS
742
Ameritas Advisory Services
Nebraska
– -$61.2K -1,099 Closed
ONST
743
Old North State Trust
North Carolina
– -$44K -804 Closed
BAM
744
Belpointe Asset Management
Nevada
– -$37.2K -680 Closed
RFA
745
Resurgent Financial Advisors
Georgia
– -$20.9K -383 Closed
CT
746
Cambridge Trust
Massachusetts
– -$20.5K -375 Closed
MWM
747
Mascoma Wealth Management
New Hampshire
– -$11.8K -213 Closed
CAL
748
Capital Advisors Ltd
Ohio
– -$10K -192 Closed
TWA
749
TCI Wealth Advisors
Arizona
– -$7.55K -138 Closed
MIA
750
Milestone Investment Advisors
Wisconsin
– -$6.4K -117 Closed
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