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NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
801
Strategic Investment Advisors
Michigan
$241K -$3.4K -38 -1%
PCA
802
Peddock Capital Advisors
Massachusetts
$240K – – –
FFN
803
Focus Financial Network
Minnesota
$240K – – –
EWA
804
EP Wealth Advisors
California
$239K +$252K +2,814 New
GF
805
Gabelli Funds
New York
$238K -$263K -2,940 -51%
CPWA
806
Cerro Pacific Wealth Advisors
California
$238K +$23.7K +265 +10%
TCA
807
Transcend Capital Advisors
New Jersey
$238K +$55.9K +624 +29%
SW
808
Simplicity Wealth
New Jersey
$237K +$48K +536 +24%
IWM
809
IHT Wealth Management
Illinois
$236K -$42.8K -478 -15%
OFO
810
OneAscent Family Office
Alabama
$235K -$34.1K -381 -12%
DAS
811
Diversify Advisory Services
Utah
$234K -$1.36M -15,197 -86%
LAM
812
L2 Asset Management
Massachusetts
$234K +$18K +201 +8%
OCA
813
OpenArc Corporate Advisory
Georgia
$234K +$52.8K +589 +27%
SAM
814
Smartleaf Asset Management
Massachusetts
$233K +$11.7K +131 +5%
KWM
815
Kingsview Wealth Management
Oregon
$233K +$15.8K +176 +7%
CA
816
Clearstead Advisors
Ohio
$230K -$118K -1,320 -33%
AOWM
817
Asset One Wealth Management
Washington
$230K +$235K +2,626 New
BA
818
Bridgewater Advisors
New York
$228K +$38.5K +430 +20%
CTC
819
Central Trust Company
Missouri
$224K -$5.83K -65 -2%
PFM
820
Patton Fund Management
Texas
$224K – – –
LMFP
821
Larry Mathis Financial Planning
Arizona
$223K -$57.1K -637 -20%
HWP
822
Hibernia Wealth Partners
Louisiana
$222K +$16.1K +180 +7%
BBA
823
Baader Bank Aktiengesellschaft
Germany
$222K +$1.79K +20 +0.8%
TBC
824
Ted Buchan & Co
California
$222K – – –
GG
825
Greenwood Gearhart
Arkansas
$221K +$234K +2,607 New
31 32
33
34 35