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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
801
Avidian Wealth Enterprises
Texas
$224K +$200K +2,500 New
HAM
802
Harmony Asset Management
Arizona
$222K +$198K +2,485 New
WB
803
WesBanco Bank
West Virginia
$222K -$27.6K -346 -12%
PSP
804
Principal Street Partners
Tennessee
$221K +$198K +2,476 New
PWM
805
Pines Wealth Management
North Carolina
$218K +$193K +2,416 New
PWM
806
Perigon Wealth Management
California
$217K +$194K +2,424 New
GPW
807
Genesis Private Wealth
Virginia
$215K +$192K +2,402 New
AFT
808
Alpha Family Trust
California
$215K +$192K +2,400 New
TC
809
TownSquare Capital
Utah
$214K -$785K -9,835 -80%
PWPS
810
Pinnacle Wealth Planning Services
Ohio
$212K +$189K +2,373 New
AFG
811
Allegheny Financial Group
Pennsylvania
$212K +$189K +2,368 New
RZH
812
Relyea Zuckerberg Hanson
Connecticut
$211K +$188K +2,357 New
SCM
813
Shelton Capital Management
Colorado
$210K +$187K +2,344 New
BFM
814
Boothbay Fund Management
New York
$209K +$187K +2,342 New
AW
815
Alteri Wealth
California
$209K +$187K +2,341 New
SS
816
Sunbelt Securities
Texas
$209K +$14K +175 +7%
TPA
817
Trivium Point Advisory
Connecticut
$209K +$187K +2,337 New
CPWA
818
Cerro Pacific Wealth Advisors
California
$208K +$186K +2,326 New
ACI
819
Alpha Cubed Investments
California
$207K +$185K +2,314 New
SOW
820
State of Wyoming
Wyoming
$206K -$6.63K -83 -3%
PA
821
PharVision Advisers
Florida
$206K -$219K -2,742 -54%
NDBT
822
North Dallas Bank & Trust
Texas
$205K +$183K +2,288 New
BCM
823
Boreal Capital Management
Florida
$203K +$181K +2,271 New
DBRC
824
D.B. Root & Company
Pennsylvania
$202K +$181K +2,263 New
CFG
825
Cooper Financial Group
California
$202K +$180K +2,254 New
31 32
33
34 35