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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
751
Wellspring Financial Advisors
Ohio
$288K -$74.6K -850 -19%
HSA
752
HBK Sorce Advisory
Pennsylvania
$287K -$7.54K -86 -3%
FCM
753
Fieldview Capital Management
Michigan
$286K +$319K +3,632 New
QWP
754
Quotient Wealth Partners
Texas
$284K -$45.9K -523 -13%
PWM
755
Perigon Wealth Management
California
$280K +$52.5K +599 +20%
QI
756
Qtron Investments
Massachusetts
$279K -$53.7K -612 -15%
DIM
757
Delta Investment Management
California
$277K +$14.2K +162 +5%
SWA
758
SFMG Wealth Advisors
Texas
$276K +$25.6K +292 +9%
CSI
759
Cross Staff Investments
New York
$276K – – –
BCM
760
Brookstone Capital Management
Illinois
$273K +$3.16K +36 +1%
SF
761
Summit Financial
New Jersey
$272K +$303K +3,454 New
IAA
762
Independent Advisor Alliance
North Carolina
$272K -$11.5K -131 -4%
KFS
763
Keynote Financial Services
Connecticut
$271K +$1.58K +18 +0.5%
OWM
764
OneAscent Wealth Management
Alabama
$271K -$14.5K -165 -5%
PI
765
PFG Investments
New York
$270K -$23.9K -273 -7%
FMI
766
Frec Markets Inc
California
$269K +$17.5K +199 +6%
AWM
767
Accurate Wealth Management
Florida
$267K +$266K +3,029 New
HIP
768
HUB Investment Partners
Texas
$266K -$36.2K -413 -11%
CFG
769
Cooper Financial Group
California
$265K +$72.5K +826 +33%
PCM
770
Prelude Capital Management
New York
$264K +$294K +3,347 New
AWA
771
Aaron Wealth Advisors
Illinois
$264K +$6.67K +76 +2%
AG
772
AlTi Global
New York
$263K -$3.51K -40 -1%
NWA
773
New World Advisors
Massachusetts
$263K +$23.1K +263 +9%
PFBT
774
Parkside Financial Bank & Trust
Missouri
$262K -$5.35K -61 -2%
PP
775
PDS Planning
Ohio
$261K +$5K +57 +2%
29 30
31
32 33