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NDAQ

Name Holding Trade Value Shares
Change 		Change in
Stake
UOTTAIMCU
976
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$11.5K – – –
CFP
977
Comprehensive Financial Planning
Pennsylvania
$11.2K +$90 +1 +0.8%
VR
978
Vision Retirement
New Jersey
$10.8K – – –
MPW
979
MASECO Private Wealth
$10.7K – – –
MFT
980
Moisand Fitzgerald Tamayo
Florida
$10.7K – – –
SR
981
Swiss Re
Switzerland
$10.7K – – –
MIM
982
MTM Investment Management
South Carolina
$10.4K – – –
WPA
983
Wealth Preservation Advisors
Tennessee
$10.3K +$10.8K +121 New
SIS
984
Sound Income Strategies
Florida
$9.92K +$90 +1 +0.9%
AWM
985
Abound Wealth Management
Tennessee
$9.75K – – –
CTWM
986
Cherry Tree Wealth Management
Minnesota
$9.68K – – –
CAIM
987
Catherine Avery Investment Management
Florida
$9.51K – – –
HNW
988
High Note Wealth
Minnesota
$9.51K +$2.42K +27 +32%
SIC
989
SJS Investment Consulting
Ohio
$9.34K – – –
AW
990
Avion Wealth
Texas
$9K +$538 +6 +6%
FFL
991
Financial Freedom LLC
Ohio
$8.73K – – –
1NWS
992
1 North Wealth Services
Maryland
$8.66K – – –
SWP
993
Strategic Wealth Partners
Ohio
$8.66K – – –
YDMI
994
Y.D. More Investments
Israel
$8.57K -$3.4K -38 -9%
EB
995
Eastern Bank
Massachusetts
$8.49K -$1.25K -14 -12%
JFA
996
JNBA Financial Advisors
Minnesota
$8.15K +$2.78K +31 +48%
PMFA
997
Plante Moran Financial Advisors
Michigan
$8.15K – – –
AF
998
Align Financial
Minnesota
$7.89K -$801K -8,940 -99%
RTL
999
Red Tortoise LLC
Georgia
$7.89K – – –
MAM
1000
Meeder Asset Management
Ohio
$7.64K -$1.43K -16 -15%
38 39
40
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