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Performance Food Group
PFGC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
376
Clearstead Trust
Maine
$5.5K +$5.84K +70 New
HI
377
Harbour Investments
Wisconsin
$5.42K +$2.42K +29 +73%
BF
378
BOK Financial
Oklahoma
$5.35K +$2.67K +32 +89%
SC
379
SouthState Corp
Florida
$5.19K +$5.51K +66 New
AT
380
Avalon Trust
New Mexico
$5.11K – – –
MSWA
381
Marshall & Sterling Wealth Advisors
New York
$4.95K +$5.26K +63 New
LWMI
382
Legacy Wealth Management (Idaho)
Idaho
$4.8K – – –
CA
383
CoreCap Advisors
Michigan
$4.56K +$835 +10 +21%
MWA
384
Medallion Wealth Advisors
Connecticut
$4.21K +$4.42K +53 New
SIC
385
Salem Investment Counselors
North Carolina
$4.09K – – –
A
386
AlphaQuest
New York
$3.93K +$4.09K +49 +4,900%
BWL
387
Bogart Wealth LLC
Virginia
$3.46K – – –
MCM
388
MAI Capital Management
Ohio
$2.83K +$334 +4 +13%
TPCW
389
TD Private Client Wealth
New York
$2.75K -$1.17K -14 -29%
SIC
390
SJS Investment Consulting
Ohio
$2.36K +$334 +4 +15%
FPF
391
First Pacific Financial
Washington
$2.12K +$2.25K +27 New
WA
392
WPG Advisers
Maryland
$2.12K +$1.17K +14 +108%
PWMG
393
Private Wealth Management Group
New Jersey
$1.89K – – –
RWM
394
Rialto Wealth Management
New York
$1.89K +$2K +24 New
PWA
395
Provenance Wealth Advisors
Florida
$1.89K – – –
BAM
396
Bellevue Asset Management
Washington
$1.65K – – –
GFPC
397
Global Financial Private Client
Florida
$1.49K +$918 +11 +138%
DPW
398
DiNuzzo Private Wealth
Pennsylvania
$1.1K – – –
PWA
399
Principia Wealth Advisory
Texas
$1.01K +$751 +9 +225%
CAL
400
Capital Advisors Ltd
Ohio
$1K – – –
14 15
16
17 18