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Name Holding Trade Value Shares
Change
Change in
Stake
TL
826
TrueWealth LLC
Georgia
$80K -$453 -14 -0.4%
1W
827
1776 Wealth
Georgia
$78K +$64.7K +2,000 +167%
FP
828
Financial Perspectives
Minnesota
$77.1K +$5.76K +178 +6%
CI
829
CX Institutional
Indiana
$77K +$6.69K +207 +7%
PFGIA
830
Patriot Financial Group Insurance Agency
Massachusetts
$76K -$2.85K -88 -3%
Toronto Dominion Bank
831
Toronto Dominion Bank
Ontario, Canada
$76K -$1.42K -44 -1%
TF
832
Tompkins Financial
New York
$76K +$5.53K +171 +6%
BWA
833
Burt Wealth Advisors
Maryland
$75K
JAM
834
JCIC Asset Management
Ontario, Canada
$74K -$22.2K -686 -18%
VC
835
Vestor Capital
Illinois
$74K
CAN
836
Claraphi Advisory Network
United States
$74K +$97.9K +3,028 New
SC
837
Steph & Co
Wisconsin
$73K
WAS
838
Winch Advisory Services
Wisconsin
$72K -$2.63M -81,243 -96%
VNA
839
Valley National Advisers
Pennsylvania
$72K +$3.07K +95 +3%
SSB
840
Sandy Spring Bank
Maryland
$70K -$109K -3,374 -54%
ANBT
841
American National Bank & Trust
Texas
$70K +$69.1K +2,136 +293%
AW
842
Avion Wealth
Texas
$70K +$92.6K +2,863 New
SMFS
843
Squar Milner Financial Services
California
$66K
ADL
844
Asset Dedication LLC
California
$65K -$50.3K -1,554 -37%
OPS
845
Orion Portfolio Solutions
Nebraska
$65K -$4.95K -153 -5%
RE
846
RBC Europe
United Kingdom
$64.6K +$323 +10 +0.4%
LWA
847
Lowe Wealth Advisors
Maryland
$64K +$32.3K +1,000 +62%
PO
848
Private Ocean
California
$64K +$85.6K +2,648 New
LC
849
Lindbrook Capital
California
$63K -$102K -3,150 -55%
AIM
850
Anchor Investment Management
South Carolina
$62.8K +$65 +2 +0.1%