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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
876
UMB Bank
Missouri
$166K +$14.2K +158 +10%
CVM
877
Cheviot Value Management
California
$162K – – –
C
878
Covestor
United Kingdom
$150K +$18K +200 +15%
NS
879
NBC Securities
Alabama
$149K +$9.98K +111 +8%
CCA
880
Catalyst Capital Advisors
New York
$148K +$59K +656 +75%
TCOT
881
Trust Company of Toledo
Ohio
$148K – – –
LFG
882
Larson Financial Group
Missouri
$145K -$12.8K -142 -9%
WAU
883
Wellington-Altus USA
Manitoba, Canada
$137K +$127K +1,412 New
PFSC
884
Peoples Financial Services Corp
Pennsylvania
$136K -$7.1K -79 -5%
LC
885
Lavaca Capital
Texas
$136K – – –
MTIC
886
Missouri Trust & Investment Company
Missouri
$129K – – –
WT
887
Whittier Trust
California
$119K +$24.9K +277 +31%
FNWA
888
Financial Network Wealth Advisors
Utah
$111K +$1.17K +13 +1%
TH
889
TCTC Holdings
Texas
$110K – – –
SIM
890
Sentry Investment Management
Wisconsin
$109K – – –
CH
891
Cromwell Holdings
Wyoming
$104K – – –
TWD
892
True Wealth Design
Ohio
$102K +$26.2K +291 +38%
RS
893
Rakuten Securities
Japan
$102K -$129K -1,430 -58%
BC
894
Bayforest Capital
United Kingdom
$101K -$8.54K -95 -8%
OL
895
OneFund LLC
Florida
$97.4K +$7.73K +86 +9%
OCM
896
Osterweis Capital Management
California
$97.1K – – –
BCWM
897
Bartlett & Co Wealth Management
Ohio
$96.6K +$58.5K +650 +188%
PWAM
898
Private Wealth Asset Management
Iowa
$88.4K +$18K +200 +28%
GSWM
899
Golden State Wealth Management
California
$88.3K – – –
RFP
900
Root Financial Partners
California
$87.6K +$18.7K +208 +30%
34 35
36
37 38