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NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
851
ORG Wealth Partners
Texas
$98.9K -$7.26K -91 -8%
CH
852
Cromwell Holdings
Wyoming
$95.5K +$2.08K +26 +2%
TPCW
853
TD Private Client Wealth
New York
$93.4K +$39.4K +494 +90%
FNWA
854
Financial Network Wealth Advisors
Utah
$93.2K +$1.68K +21 +2%
OCM
855
Osterweis Capital Management
California
$89.4K +$79.4K +995 +19,900%
RIL
856
Rothschild Investment LLC
Illinois
$81.5K +$12.2K +153 +20%
GSWM
857
Golden State Wealth Management
California
$81.3K – – –
TCM
858
TruNorth Capital Management
Michigan
$80.5K – – –
WT
859
Whittier Trust
California
$80.5K – – –
OL
860
OneFund LLC
Florida
$79K +$70.6K +884 New
ST
861
Smithfield Trust
Pennsylvania
$76K – – –
AAS
862
Ameritas Advisory Services
Nebraska
$71.6K +$63.9K +800 New
QL
863
Quarry LP
New York
$68K -$86.7K -1,086 -59%
LI
864
LRI Investments
Florida
$64.8K -$7.5K -94 -11%
WTC
865
WhitTier Trust Company
Nevada
$64.4K – – –
PWAM
866
Private Wealth Asset Management
Iowa
$63.5K – – –
C
867
Covestor
United Kingdom
$63K +$29.6K +371 +110%
CT
868
Caldwell Trust
Florida
$61.4K -$3.59K -45 -6%
VIS
869
Vega Investment Solutions
France
$58.9K -$63.9K -800 -55%
CA
870
CoreCap Advisors
Michigan
$58.6K -$4.39K -55 -8%
GWM
871
Geneos Wealth Management
Colorado
$55.7K -$54.4K -681 -52%
ZBNA
872
Zions Bancorporation, National Association
Utah
$53.7K +$639 +8 +1%
TWD
873
True Wealth Design
Ohio
$53.3K +$46.7K +585 +5,318%
MMCM
874
Murphy & Mullick Capital Management
New York
$53K – – –
SHF
875
Safe Harbor Fiduciary
Florida
$52.1K -$10.7K -134 -19%
33 34
35
36 37