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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
901
Parkside Financial Bank & Trust
Missouri
$82K +$34.2K +931 +59%
TC
902
Truvestments Capital
Florida
$77K +$85.7K +2,336 New
GLLW
903
Graves Light Lenhart Wealth
Virginia
$73K
HWA
904
Heritage Wealth Advisors
Virginia
$73K
TPCW
905
TD Private Client Wealth
New York
$71.7K -$13.2K -359 -14%
SWM
906
Sugarloaf Wealth Management
Georgia
$66K +$39.8K +1,083 +116%
TFM
907
TFC Financial Management
Massachusetts
$65K
PWMG
908
Prestige Wealth Management Group
New Jersey
$65K +$37 +1 +0.1%
IFAM
909
Institutional & Family Asset Management
Colorado
$65K +$147 +4 +0.2%
BIA
910
Bell Investment Advisors
California
$65K +$73.3K +1,998 New
OA
911
Operose Advisors
Wisconsin
$62K
TC
912
Tacita Capital
Ontario, Canada
$61K
TC
913
Trust Company
Kansas
$59K
BWL
914
Bogart Wealth LLC
Virginia
$58K -$37.7K -1,027 -37%
EBA
915
Eagle Bay Advisors
New York
$55K +$60.5K +1,649 +5,686%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
916
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$55K
LJHT
917
Laurie J. Hall Trustee
$54K -$7.53K -205 -11%
VNA
918
Valley National Advisers
Pennsylvania
$53K +$2.79K +76 +5%
BAM
919
Byrne Asset Management
New Jersey
$52K -$71K -1,935 -55%
WT
920
Washington Trust
Rhode Island
$51K -$5.03K -137 -8%
ZIG
921
Zullo Investment Group
Pennsylvania
$51K
CMP
922
Coston McIsaac & Partners
Maine
$50K +$55.9K +1,523 New
FSWA
923
Financial Synergies Wealth Advisors
Texas
$49.3K +$55.2K +1,504 New
PVH
924
Psagot Value Holdings
Israel
$49K -$184K -5,000 -77%
C
925
Covestor
United Kingdom
$49K -$8.77K -239 -14%