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Annaly Capital Management
NLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
AllSquare Wealth Management
New York
$94K – – –
CBTWT
577
Community Bank & Trust (Waco, Texas)
Texas
$94K – – –
FTDI
578
First Trust Direct Indexing
Massachusetts
$94K +$3.06K +91 +3%
SIC
579
Salem Investment Counselors
North Carolina
$94K +$8.4K +250 +9%
EWA
580
EP Wealth Advisors
California
$94K +$101K +2,996 New
CWA
581
Clarus Wealth Advisors
Arizona
$93K – – –
APA
582
Astoria Portfolio Advisors
New York
$92K +$99.3K +2,955 New
JMF
583
Johnson Midwest Financial
Iowa
$91K -$807 -24 -0.8%
DT
584
Diversified Trust
Tennessee
$90K – – –
WFA
585
WMG Financial Advisors
Tennessee
$90K +$96.9K +2,883 New
CPIG
586
Chicago Partners Investment Group
Illinois
$89K – – –
AG
587
AIA Group
Hong Kong
$89K +$95.3K +2,835 New
CWM
588
Cornerstone Wealth Management
Missouri
$88K +$2.69K +80 +3%
WFI
589
West Family Investments
California
$87K +$3.9K +116 +4%
TI
590
Tidal Investments
Wisconsin
$87K +$93.4K +2,780 New
PI
591
PFS Investments
Georgia
$86K -$10.9K -325 -11%
BAS
592
Brown Advisory Securities
Maryland
$86K – – –
SFA
593
Sequoia Financial Advisors
Ohio
$86K +$92.4K +2,750 New
RC
594
RegentAtlantic Capital
New Jersey
$85K -$61.6K -1,832 -40%
BCP
595
Berkeley Capital Partners
Georgia
$85K – – –
MCM
596
McMillion Capital Management
North Carolina
$85K – – –
SC
597
SouthState Corp
Florida
$85K +$91.1K +2,709 New
PWM
598
Perigon Wealth Management
California
$85K +$91.7K +2,729 New
GWM
599
Greenwich Wealth Management
Connecticut
$83K – – –
EW
600
Element Wealth
Mississippi
$82K -$2.69K -80 -3%
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