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NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
726
Integrated Advisors Network
Texas
$215K -$1.38M -17,584 -86%
PCA
727
Peddock Capital Advisors
Massachusetts
$215K – – –
WB
728
WesBanco Bank
West Virginia
$215K +$14.7K +187 +7%
CIS
729
Custom Index Systems
New York
$214K +$222K +2,820 New
CI
730
CX Institutional
Indiana
$213K -$2.28K -29 -1%
AWS
731
Atria Wealth Solutions
New York
$213K -$254K -3,224 -53%
PP
732
PDS Planning
Ohio
$212K +$220K +2,801 New
LAM
733
Longboard Asset Management
Arizona
$207K – – –
CA
734
Clearstead Advisors
Ohio
$207K -$110K -1,392 -34%
JFGIW
735
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K +$215K +2,730 New
RFN
736
Redwood Financial Network
Ohio
$207K +$215K +2,728 New
ET
737
Equitable Trust
Tennessee
$207K -$7.63K -97 -3%
ODA
738
One Degree Advisors
California
$206K +$315 +4 +0.1%
EP
739
Edgestream Partners
New Jersey
$204K -$1.65M -20,974 -89%
CI
740
Conning Inc
Connecticut
$203K +$211K +2,679 New
SS
741
Sunbelt Securities
Texas
$192K -$13.8K -175 -6%
SAM
742
Smartleaf Asset Management
Massachusetts
$192K +$40.1K +510 +25%
WBC
743
Westpac Banking Corp
Australia
$191K -$43.4K -552 -18%
BIG
744
Brooklyn Investment Group
New York
$184K +$41.9K +532 +28%
SOW
745
State of Wyoming
Wyoming
$181K +$188K +2,391 New
PS
746
Principal Securities
Iowa
$164K – – –
LC
747
Lindbrook Capital
California
$152K +$83.5K +1,061 +113%
PI
748
PGGM Investments
Netherlands
$147K +$152K +1,932 New
AA
749
Ancora Advisors
Ohio
$145K +$53K +674 +54%
ACM
750
Aster Capital Management
United Arab Emirates
$145K +$138K +1,749 New
28 29
30
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