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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
776
Liberty Wealth Management
California
$274K -$7.18K -196 -2%
RIA
777
Realta Investment Advisors
Delaware
$273K +$59.8K +1,634 +27%
1WM
778
1900 Wealth Management
Texas
$272K
XF
779
XML Financial
Maryland
$272K -$36.3K -991 -11%
TWM
780
Tradition Wealth Management
Minnesota
$272K -$36.4K -993 -11%
DDC
781
DF Dent & Co
Maryland
$271K
Toronto Dominion Bank
782
Toronto Dominion Bank
Ontario, Canada
$268K +$33.7K +920 +14%
CL
783
Choreo LLC
Illinois
$268K +$47.5K +1,298 +21%
CHC
784
City Holding Co
West Virginia
$268K +$1.9K +52 +0.7%
PBO
785
Peoples Bank (Ohio)
Ohio
$268K
BAM
786
Berkshire Asset Management
Pennsylvania
$266K +$5.49K +150 +2%
RWMG
787
Redwood Wealth Management Group
New Jersey
$265K +$769 +21 +0.3%
DWT
788
Dorsey & Whitney Trust
South Dakota
$264K +$273K +7,446 New
VWA
789
Visionary Wealth Advisors
Illinois
$263K +$366 +10 +0.1%
FFB
790
First Financial Bankshares
Texas
$262K +$271K +7,399 New
TW
791
Traveka Wealth
California
$262K +$271K +7,395 New
PMG
792
ProVise Management Group
Florida
$262K
OIA
793
Optimum Investment Advisors
Illinois
$261K -$38.6K -1,054 -12%
BJL
794
Brighton Jones LLC
Washington
$259K +$268K +7,323 New
WIM
795
WealthPlan Investment Management
Nebraska
$259K -$278K -7,595 -51%
BHWM
796
Bar Harbor Wealth Management
New Hampshire
$259K -$77.8K -2,125 -23%
EWA
797
Encompass Wealth Advisors
Oregon
$258K -$75.8K -2,071 -22%
PP
798
PDS Planning
Ohio
$258K -$14.5K -396 -5%
AA
799
Advisory Alpha
Michigan
$258K +$22.4K +613 +9%
KWS
800
Keystone Wealth Services
California
$256K -$9.78K -267 -4%