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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
726
Wedbush Securities
California
$399K -$40.1K -446 -10%
RPCONE
727
Retirement Planning Company of New England
Rhode Island
$393K -$36.9K -410 -9%
PI
728
Pettee Investors
Connecticut
$393K – – –
CA
729
Clearstead Advisors
Ohio
$392K -$43.6K -485 -11%
C
730
Certuity
Florida
$391K – – –
1M
731
1248 Management
Missouri
$383K – – –
CWG
732
Cornerstone Wealth Group
North Carolina
$378K -$15.6K -173 -4%
SWM
733
Spire Wealth Management
Virginia
$374K -$11.7K -130 -3%
LS
734
Livforsakringsbolaget Skandia
Sweden
$372K – – –
RFN
735
Redwood Financial Network
Ohio
$371K +$111K +1,235 +48%
OWM
736
OneAscent Wealth Management
Alabama
$363K -$58.8K -654 -15%
PI
737
PFG Investments
New York
$359K +$90 +1 +0%
WI
738
WBI Investments
New Jersey
$359K +$332K +3,693 New
AWM
739
Aprio Wealth Management
Georgia
$358K +$310K +3,451 New
DIA
740
Dana Investment Advisors
Wisconsin
$345K -$5.58K -62 -2%
OFS
741
OneAscent Financial Services
Alabama
$341K +$316K +3,516 New
HI
742
Harbour Investments
Wisconsin
$340K +$7.82K +87 +3%
CSI
743
Cross Staff Investments
New York
$340K – – –
IEFM
744
IQ EQ Fund Management
Ireland
$339K – – –
NC
745
nVerses Capital
Florida
$335K +$310K +3,449 New
KFS
746
Keynote Financial Services
Connecticut
$333K -$31.5K -350 -9%
BCM
747
Brookstone Capital Management
Illinois
$331K -$16.6K -185 -5%
SAI
748
Savvy Advisors Inc
New York
$330K -$3.96K -44 -1%
PFBT
749
Parkside Financial Bank & Trust
Missouri
$326K +$10.6K +118 +4%
DIM
750
Delta Investment Management
California
$326K +$27K +300 +10%
28 29
30
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