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NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
951
Rational Advisors
New York
$11.6K -$1.2K -13 -9%
CFP
952
Comprehensive Financial Planning
Pennsylvania
$11.5K +$93 +1 +0.8%
TIM
953
Tortoise Investment Management
New York
$11.3K +$9.72K +105 +477%
MFT
954
Moisand Fitzgerald Tamayo
Florida
$11.1K – – –
MIM
955
MTM Investment Management
South Carolina
$10.8K – – –
CTWM
956
Cherry Tree Wealth Management
Minnesota
$10.1K – – –
TFA
957
Transamerica Financial Advisors
Florida
$9.94K +$10.5K +113 New
CAIM
958
Catherine Avery Investment Management
Florida
$9.91K – – –
AWM
959
Abound Wealth Management
Tennessee
$9.77K – – –
AWM
960
Activest Wealth Management
Florida
$9.38K +$556 +6 +6%
MSWA
961
Marshall & Sterling Wealth Advisors
New York
$9.11K – – –
NIG
962
NFJ Investment Group
Texas
$9.11K – – –
FFL
963
Financial Freedom LLC
Ohio
$9.1K – – –
1NWS
964
1 North Wealth Services
Maryland
$9.02K – – –
SWP
965
Strategic Wealth Partners
Ohio
$9.02K – – –
VNA
966
Valley National Advisers
Pennsylvania
$9K – – –
YDMI
967
Y.D. More Investments
Israel
$8.93K -$4.17K -45 -9%
EB
968
Eastern Bank
Massachusetts
$8.85K – – –
HHMI
969
Howard Hughes Medical Institute
Maryland
$8.58K +$741 +8 +9%
PMFA
970
Plante Moran Financial Advisors
Michigan
$8.49K +$8.89K +96 New
AF
971
Alerus Financial
North Dakota
$8.31K -$7.59K -82 -47%
RTL
972
Red Tortoise LLC
Georgia
$8.23K – – –
AW
973
Avion Wealth
Texas
$8K +$1.11K +12 +13%
KG
974
Kilter Group
New York
$7.78K +$1.3K +14 +19%
PF
975
Phoenix Financial
Israel
$7.64K -$34.5K -373 -1%
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