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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
801
Advisory Alpha
Michigan
$235K -$40.7K -439 -14%
TBC
802
Ted Buchan & Co
California
$231K – – –
CAM
803
Claret Asset Management
Quebec, Canada
$230K -$3.43K -37 -1%
GLA
804
Great Lakes Advisors
Illinois
$230K +$241K +2,597 New
CI
805
Conning Inc
Connecticut
$229K – – –
RFN
806
Redwood Financial Network
Ohio
$229K -$13.6K -147 -5%
AWE
807
Avidian Wealth Enterprises
Texas
$228K +$7.41K +80 +3%
TCA
808
Transcend Capital Advisors
New Jersey
$228K +$239K +2,580 New
IP
809
Isthmus Partners
Wisconsin
$226K – – –
KWA
810
Kingswood Wealth Advisors
California
$225K -$1.95K -21 -0.8%
BPA
811
Beacon Pointe Advisors
California
$224K -$184K -1,983 -44%
WBC
812
Westpac Banking Corp
Australia
$223K – – –
NP
813
Ninepoint Partners
Ontario, Canada
$223K +$233K +2,516 New
JTWM
814
Jackson Thornton Wealth Management
Alabama
$222K +$229K +2,468 New
OWM
815
Orgel Wealth Management
Wisconsin
$222K – – –
MMA
816
Miracle Mile Advisors
California
$221K +$231K +2,498 New
WB
817
WesBanco Bank
West Virginia
$220K +$834 +9 +0.4%
HAM
818
Harmony Asset Management
Arizona
$220K – – –
RS
819
Rakuten Securities
Japan
$219K +$195K +2,106 +568%
AWM
820
Accurate Wealth Management
Florida
$217K +$224K +2,422 New
PIA
821
Perennial Investment Advisors
California
$214K -$27.8K -300 -11%
QEI
822
QSV Equity Investors
Illinois
$214K -$11.4K -123 -5%
ACI
823
Alpha Cubed Investments
California
$214K +$9.26K +100 +4%
SAM
824
Smartleaf Asset Management
Massachusetts
$213K +$102K +1,106 +86%
AFT
825
Alpha Family Trust
California
$212K – – –
31 32
33
34 35