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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
851
Trust Company of Toledo
Ohio
$120K – – –
WTA
852
Washington Trust Advisors
Massachusetts
$115K +$128K +1,461 New
LC
853
Lavaca Capital
Texas
$110K – – –
NS
854
NBC Securities
Alabama
$104K -$1.84K -21 -2%
PFSC
855
Peoples Financial Services Corp
Pennsylvania
$101K -$10.5K -120 -9%
EP
856
Essential Partners
California
$97.2K -$249K -2,838 -70%
OL
857
OneFund LLC
Florida
$96.2K -$1.75K -20 -2%
SGK
858
Steigerwald Gordon & Koch
Virginia
$94.5K – – –
TWD
859
True Wealth Design
Ohio
$90.2K +$13.6K +155 +16%
CH
860
Cromwell Holdings
Wyoming
$89.4K +$3.42K +39 +4%
SR
861
Swiss Re
Switzerland
$89.1K +$88.2K +1,005 +798%
MIM
862
Marshall Investment Management
Colorado
$79.6K +$2.28K +26 +3%
WT
863
Whittier Trust
California
$76K -$24.3K -277 -24%
OCWP
864
Owl Creek Wealth Partners
Colorado
$74K +$2.19K +25 +3%
IFWM
865
Institute for Wealth Management
Colorado
$72.5K +$80.7K +920 New
GSWM
866
Golden State Wealth Management
California
$71.8K +$88 +1 +0.1%
MA
867
MCF Advisors
Kentucky
$70.9K +$51.4K +586 +187%
WTC
868
WhitTier Trust Company
Nevada
$69.6K – – –
CFO
869
CVA Family Office
Colorado
$68.5K +$2.63K +30 +4%
ZBNA
870
Zions Bancorporation, National Association
Utah
$61.6K -$18K -205 -21%
CIAM
871
Caitong International Asset Management
Hong Kong
$59.8K +$64.8K +739 +3,695%
FNWA
872
Financial Network Wealth Advisors
Utah
$58.8K -$26K -296 -28%
PAP
873
Persistent Asset Partners
Hong Kong
$57.6K +$64.1K +731 New
MUMSS
874
Mitsubishi UFJ Morgan Stanley Securities
Japan
$56.7K -$133K -1,519 -68%
AUB
875
Atlantic Union Bankshares
Virginia
$56.4K -$18.9K -215 -23%
33 34
35
36 37