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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$508 -$5.31K -362 -93%
FWM
227
Focused Wealth Management
New York
$491 – – –
LC
228
Lindbrook Capital
California
$491 – – –
TCOV
229
Trust Company of Vermont
Vermont
$491 – – –
TVAMP
230
Tennessee Valley Asset Management Partners
Tennessee
$491 +$411 +28 New
Toronto Dominion Bank
231
Toronto Dominion Bank
Ontario, Canada
$473 – – –
FCMT
232
Founders Capital Management (Texas)
Texas
$351 – – –
PA
233
PSI Advisors
Florida
$351 – – –
TLA
234
Tanglewood Legacy Advisors
Texas
$351 – – –
VAMG
235
Voisard Asset Management Group
Michigan
$351 +$294 +20 New
W
236
WealthCollab
Washington
$351 +$294 +20 New
CSC
237
Caldwell Sutter Capital
California
$316 – – –
MFT
238
Moisand Fitzgerald Tamayo
Florida
$281 -$117 -8 -33%
BHWM
239
Beaird Harris Wealth Management
Texas
$281 – – –
TFM
240
TFC Financial Management
Massachusetts
$281 – – –
CAS
241
Coppell Advisory Solutions
Texas
$280 – – –
RDFA
242
Ritter Daniher Financial Advisory
Ohio
$211 – – –
LG
243
LAM Group
Oregon
$210 – – –
ATC
244
Adirondack Trust Company
New York
$171 – – –
LWCFA
245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171 – – –
MAWCM
246
Mine & Arao Wealth Creation & Management
California
$141 – – –
SIC
247
Salem Investment Counselors
North Carolina
$141 – – –
DCM
248
Davis Capital Management
Florida
$140 +$117 +8 New
GWMI
249
Guardian Wealth Management (Illinois)
Illinois
$88 -$734 -50 -91%
PA
250
Pineridge Advisors
Missouri
$88 +$73 +5 New