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Ferguson

Name Holding Trade Value Shares
Change
Change in
Stake
SR
626
Summer Road
Florida
$40.4K – – –
RWM
627
Reston Wealth Management
Virginia
$40.3K +$41.1K +203 New
OPTFSNA
628
Old Point Trust & Financial Services N A
Virginia
$40.1K +$40.9K +202 New
ATS
629
Ashton Thomas Securities
New York
$39.5K +$40.3K +199 New
PFG
630
Peterson Financial Group
Iowa
$38.9K +$39.7K +196 New
Fifth Third Bancorp
631
Fifth Third Bancorp
Ohio
$38.3K -$18.6K -92 -32%
TPCW
632
TD Private Client Wealth
New York
$38.1K -$2.84K -14 -7%
CFO
633
CVA Family Office
Colorado
$37.7K +$4.25K +21 +12%
CPA
634
Capital Performance Advisors
California
$36.9K +$37.7K +186 New
HI
635
Harbour Investments
Wisconsin
$31K – – –
VCM
636
Versant Capital Management
Arizona
$29.6K -$52.9K -261 -64%
FCA
637
FinTrust Capital Advisors
South Carolina
$29K -$4.25K -21 -13%
TWD
638
True Wealth Design
Ohio
$28.8K +$27.3K +135 +1,350%
BWP
639
Baldwin Wealth Partners
Massachusetts
$27.9K +$7.29K +36 +35%
ADL
640
Asset Dedication LLC
California
$27.2K +$27.8K +137 New
PTC
641
Private Trust Company
Ohio
$26.6K -$12.2K -60 -31%
Lazard Asset Management
642
Lazard Asset Management
New York
$25K -$4.05K -20 -13%
BF
643
BOK Financial
Oklahoma
$22K -$361K -1,784 -94%
RA
644
Ransom Advisory
Rhode Island
$22K +$22.5K +111 New
SC
645
SouthState Corp
Florida
$21.8K – – –
C
646
Covestor
United Kingdom
$21K – – –
HFM
647
Harvest Fund Management
China
$21K – – –
SN
648
Sittner & Nelson
Oregon
$19.9K – – –
LFA
649
LGT Financial Advisors
Texas
$19.1K -$19K -94 -49%
AF
650
Allworth Financial
California
$18.3K -$8.71K -43 -32%