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HDFC Bank
HDB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
551
Lodestone Wealth Management
Washington
$7.26K – – –
RF
552
Rossby Financial
Florida
$7.07K +$4.79K +154 +118%
TCM
553
TD Capital Management
Tennessee
$6.97K – – –
HIA
554
Harbor Investment Advisory
Maryland
$6.72K -$2.86K -92 -25%
SCM
555
Sterling Capital Management
North Carolina
$6.14K -$307K -9,869 -98%
HI
556
Harbour Investments
Wisconsin
$5.28K -$2.05K -66 -24%
SIC
557
Salem Investment Counselors
North Carolina
$5.08K +$6.34K +204 New
CFFP
558
Center for Financial Planning
Michigan
$5.03K – – –
RS
559
Rakuten Securities
Japan
$4.93K -$14K -449 -69%
CPG
560
Cornerstone Planning Group
New Jersey
$4.92K -$4.23K -136 -41%
AWA
561
Acumen Wealth Advisors
Tennessee
$4.78K – – –
CM
562
Caption Management
Oklahoma
$4.38K +$5.47K +176 New
TCM
563
Triumph Capital Management
Colorado
$4.28K -$2.3K -74 -30%
ATC
564
Adirondack Trust Company
New York
$4.28K – – –
AUB
565
Atlantic Union Bankshares
Virginia
$4.23K -$3.11K -100 -37%
BWM
566
Benson Wealth Management
Tennessee
$4.18K – – –
NS
567
NBC Securities
Alabama
$3.81K -$48.3K -1,555 -91%
MAS
568
MPWM Advisory Solutions
Georgia
$3.78K – – –
SIS
569
Sound Income Strategies
Florida
$3.59K – – –
WTA
570
Washington Trust Advisors
Massachusetts
$3.58K -$9.82K -316 -69%
BWL
571
Bogart Wealth LLC
Virginia
$3.48K – – –
FCAS
572
First Command Advisory Services
Texas
$3.43K – – –
DWM
573
Dogwood Wealth Management
Kansas
$2.94K +$3.67K +118 New
VCM
574
Versant Capital Management
Arizona
$2.74K +$3.42K +110 New
AG
575
AmeriFlex Group
Nevada
$2.59K – – –
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