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Name Holding Trade Value Shares
Change
Change in
Stake
Farmers & Merchants Investments Inc
326
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
LF
327
Lee Financial
Texas
$11K – – –
APWM
328
Atlas Private Wealth Management
New York
$10K – – –
TFS
329
TrustCore Financial Services
Tennessee
$10K – – –
CFFP
330
Center for Financial Planning
Michigan
$8K – – –
HWM
331
HighMark Wealth Management
Minnesota
$7K -$1.26K -29 -16%
BWP
332
Baldwin Wealth Partners
Massachusetts
$7K – – –
First Horizon Advisors
333
First Horizon Advisors
Tennessee
$7K +$1.61K +37 +29%
LC
334
Lindbrook Capital
California
$7K +$2.31K +53 +54%
Pathstone Family Office
335
Pathstone Family Office
New Jersey
$7K +$6.31K +145 +1,611%
Toronto Dominion Bank
336
Toronto Dominion Bank
Ontario, Canada
$7K +$6.31K +145 New
TCM
337
Tradewinds Capital Management
Washington
$6K – – –
FTDI
338
First Trust Direct Indexing
Massachusetts
$6K +$5.44K +125 New
Freestone Capital Holdings
339
Freestone Capital Holdings
Washington
$5.72K – – –
RE
340
RBC Europe
United Kingdom
$5.33K – – –
Benjamin F. Edwards & Company
341
Benjamin F. Edwards & Company
Missouri
$5K – – –
Bessemer Group
342
Bessemer Group
New Jersey
$5K – – –
CHC
343
City Holding Co
West Virginia
$5K – – –
EIM
344
Essex Investment Management
Massachusetts
$5K – – –
PFSC
345
Peoples Financial Services Corp
Pennsylvania
$5K – – –
VNA
346
Valley National Advisers
Pennsylvania
$5K – – –
PWPS
347
Pinnacle Wealth Planning Services
Ohio
$5K +$4.31K +99 New
AWG
348
Altus Wealth Group
Colorado
$5K +$4.83K +111 New
JWM
349
Janiczek Wealth Management
Colorado
$4K +$218 +5 +6%
VCG
350
Vantage Consulting Group
Virginia
$4K +$3.18K +73 New