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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$4K -$671K -34,716 -99%
AW
277
Avion Wealth
Texas
$4K
IWP
278
IAG Wealth Partners
Wisconsin
$4K
JCM
279
Jacobi Capital Management
Pennsylvania
$4K
EARNEST Partners
280
EARNEST Partners
Georgia
$3K
HIA
281
Harbor Investment Advisory
Maryland
$3K
PFGIA
282
Patriot Financial Group Insurance Agency
Massachusetts
$3K
WT
283
Washington Trust
Rhode Island
$3K
CFFP
284
Center for Financial Planning
Michigan
$2K
LC
285
Lindbrook Capital
California
$2K
TCOV
286
Trust Company of Vermont
Vermont
$2K
VFA
287
Valeo Financial Advisors
Indiana
$2K
Toronto Dominion Bank
288
Toronto Dominion Bank
Ontario, Canada
$2K +$1.53K +79 New
CAL
289
Capital Analysts LLC
Pennsylvania
$2K +$1.93K +100 New
SWM
290
Spire Wealth Management
Virginia
$2K +$2.38K +123 New
FP
291
Financial Perspectives
Minnesota
$1.99K
ACM
292
Allred Capital Management
Texas
$1.99K +$1.93K +100 New
AIM
293
Anchor Investment Management
South Carolina
$1.1K
Fidelity International
294
Fidelity International
Bermuda
$1K -$593K -30,687 -100%
BWM
295
Baystate Wealth Management
Massachusetts
$1K
CCM
296
Covington Capital Management
California
$1K
FCB
297
First Command Bank
Texas
$1K
FCFS
298
First Command Financial Services
Texas
$1K
GWS
299
Glassman Wealth Services
Virginia
$1K
HRC
300
Hoertkorn Richard Charles
$1K