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HDFC Bank
HDB

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
601
Fairman Group
Pennsylvania
$12.8K -$1.15K -32 -8%
PTC
602
Private Trust Company
Ohio
$12.6K – – –
GSWM
603
Golden State Wealth Management
California
$12.4K – – –
CFM
604
Cornerstone Financial Management
Massachusetts
$12.4K +$12.2K +338 New
MB
605
MidFirst Bank
Oklahoma
$11.9K +$156K +4,346 New
CPG
606
Cornerstone Planning Group
New Jersey
$10.8K – – –
LWM
607
Lodestone Wealth Management
Washington
$10.7K +$10.5K +292 New
TCM
608
TD Capital Management
Tennessee
$10.2K – – –
HI
609
Harbour Investments
Wisconsin
$10.2K -$15K -416 -60%
AUB
610
Atlantic Union Bankshares
Virginia
$9.87K -$4.32K -120 -31%
TCM
611
Triumph Capital Management
Colorado
$8.99K +$8.85K +246 New
W
612
WealthCollab
Washington
$8.84K – – –
BSB
613
Bangor Savings Bank
Maine
$8.55K +$8.42K +234 New
CAL
614
Capital Analysts LLC
Pennsylvania
$8K – – –
BW
615
Bravera Wealth
North Dakota
$7.82K +$7.7K +214 New
CFFP
616
Center for Financial Planning
Michigan
$7.38K – – –
AWA
617
Acumen Wealth Advisors
Tennessee
$7.02K +$6.91K +192 New
SIC
618
SJS Investment Consulting
Ohio
$7.02K +$6.91K +192 New
ATC
619
Adirondack Trust Company
New York
$6.28K +$6.19K +172 New
BWM
620
Benson Wealth Management
Tennessee
$6.14K +$6.04K +168 New
SWM
621
SHP Wealth Management
Massachusetts
$5.95K +$5.86K +163 New
NSIM
622
North Star Investment Management
Illinois
$5.7K +$1.29K +36 +30%
MAS
623
MPWM Advisory Solutions
Georgia
$5.55K – – –
FHA
624
Flagship Harbor Advisors
Massachusetts
$5.33K +$5.25K +146 New
BWL
625
Bogart Wealth LLC
Virginia
$5.12K – – –
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