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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
801
PDS Planning
Ohio
$273K -$1.89K -21 -0.7%
LAM
802
Longboard Asset Management
Arizona
$267K – – –
AWE
803
Avidian Wealth Enterprises
Texas
$264K +$12K +133 +5%
CTC
804
Central Trust Company
Missouri
$263K -$7.73K -86 -3%
BBP
805
Banco BTG Pactual
Brazil
$262K – – –
SAM
806
Smartleaf Asset Management
Massachusetts
$262K +$23.9K +266 +11%
VC
807
VarCov Co
Connecticut
$260K +$241K +2,681 New
AA
808
Advisory Alpha
Michigan
$257K -$3.51K -39 -1%
CIA
809
Caerus Investment Advisors
Texas
$257K -$489K -5,441 -67%
RS
810
R Squared
Hong Kong
$257K -$1.59M -17,686 -87%
PFM
811
Patton Fund Management
Texas
$256K -$25.9K -288 -10%
OWM
812
Orgel Wealth Management
Wisconsin
$255K +$10.6K +118 +5%
HSA
813
HBK Sorce Advisory
Pennsylvania
$254K +$9.53K +106 +4%
TBC
814
Ted Buchan & Co
California
$254K – – –
BBA
815
Baader Bank Aktiengesellschaft
Germany
$252K -$523K -5,817 -69%
GLA
816
Great Lakes Advisors
Illinois
$252K – – –
CAM
817
Claret Asset Management
Quebec, Canada
$252K -$540 -6 -0.2%
KWA
818
Kingswood Wealth Advisors
California
$251K +$3.51K +39 +2%
KWM
819
Kingsview Wealth Management
Oregon
$250K -$15.1K -168 -6%
LAM
820
L2 Asset Management
Massachusetts
$248K +$24.8K +276 +12%
IP
821
Isthmus Partners
Wisconsin
$248K – – –
AWM
822
Accurate Wealth Management
Florida
$248K +$8.81K +98 +4%
CPWA
823
Cerro Pacific Wealth Advisors
California
$247K +$23K +256 +11%
CIAM
824
Caitong International Asset Management
Hong Kong
$246K +$228K +2,535 +126,750%
PCM
825
Penserra Capital Management
California
$242K +$19.1K +212 +9%
31 32
33
34 35