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Nasdaq
NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
926
JPL Wealth Management
Colorado
$19.2K +$965 +11 +5%
OWP
927
ORG Wealth Partners
Texas
$19.2K -$182K -2,079 -89%
GKIM
928
GW&K Investment Management
Massachusetts
$19K – – –
KFP
929
Kerr Financial Planning
California
$18.7K – – –
NB
930
NBH Bank
Colorado
$18.3K +$20.4K +232 New
SNB
931
Security National Bank
Nebraska
$17.8K – – –
CPG
932
Cornerstone Planning Group
New Jersey
$17.7K -$88 -1 -0.5%
BW
933
Basepoint Wealth
Iowa
$17.6K – – –
HCM
934
Hollencrest Capital Management
California
$16.9K – – –
KAS
935
Kemnay Advisory Services
New York
$16.7K -$24.2K -276 -57%
RA
936
Rational Advisors
New York
$16.1K +$1.05K +12 +6%
JGCM
937
Joseph Group Capital Management
Ohio
$16.1K +$4.82K +55 +37%
FFO
938
Fortitude Family Office
Arizona
$15.6K +$4.04K +46 +30%
RWM
939
Rialto Wealth Management
New York
$15.4K +$1.14K +13 +7%
IWM
940
IMG Wealth Management
Florida
$14.7K +$2.98K +34 +22%
WA
941
WPG Advisers
Maryland
$14.5K – – –
WPA
942
West Paces Advisors
Georgia
$14.2K +$15.8K +180 New
HWP
943
Highline Wealth Partners
California
$14.1K +$263 +3 +2%
WAG
944
Wilkerson Advisory Group
Missouri
$13.2K +$2.63K +30 +22%
ABC
945
Anchor Bay Capital
California
$13.2K +$12.1K +138 New
RWM
946
Raffa Wealth Management
District of Columbia
$13K +$1.14K +13 +9%
CWP
947
Concord Wealth Partners
Virginia
$12.8K +$14.2K +162 New
ADL
948
Asset Dedication LLC
California
$12.6K +$877 +10 +7%
SIM
949
Synergy Investment Management
Florida
$12.4K +$5.7K +65 +86%
QL
950
Quarry LP
New York
$12.2K -$2.19K -25 -14%
36 37
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39 40