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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
226
Glassman Wealth Services
Virginia
$631 -$103 -7 -16%
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$508 -$5.31K -362 -93%
FWM
228
Focused Wealth Management
New York
$491
LC
229
Lindbrook Capital
California
$491
TCOV
230
Trust Company of Vermont
Vermont
$491
TVAMP
231
Tennessee Valley Asset Management Partners
Tennessee
$491 +$411 +28 New
Toronto Dominion Bank
232
Toronto Dominion Bank
Ontario, Canada
$473
FCMT
233
Founders Capital Management (Texas)
Texas
$351
PA
234
PSI Advisors
Florida
$351
TLA
235
Tanglewood Legacy Advisors
Texas
$351
VAMG
236
Voisard Asset Management Group
Michigan
$351 +$294 +20 New
W
237
WealthCollab
Washington
$351 +$294 +20 New
CSC
238
Caldwell Sutter Capital
California
$316
MFT
239
Moisand Fitzgerald Tamayo
Florida
$281 -$117 -8 -33%
BHWM
240
Beaird Harris Wealth Management
Texas
$281
TFM
241
TFC Financial Management
Massachusetts
$281
CAS
242
Coppell Advisory Solutions
Texas
$280
RDFA
243
Ritter Daniher Financial Advisory
Ohio
$211
LG
244
LAM Group
Oregon
$210
ATC
245
Adirondack Trust Company
New York
$171
LWCFA
246
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171
MAWCM
247
Mine & Arao Wealth Creation & Management
California
$141
SIC
248
Salem Investment Counselors
North Carolina
$141
DCM
249
Davis Capital Management
Florida
$140 +$117 +8 New
GWMI
250
Guardian Wealth Management (Illinois)
Illinois
$88 -$734 -50 -91%