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Performance Food Group

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
401
Contravisory Investment Management
Massachusetts
$13.2K -$9.75K -101 -41%
IAIM
402
International Assets Investment Management
Florida
$12.9K +$13.8K +143 New
JWA
403
JFS Wealth Advisors
Pennsylvania
$12.7K +$3.67K +38 +37%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$12.6K +$290 +3 +2%
MCM
405
MAI Capital Management
Ohio
$12.1K -$290 -3 -2%
T. Rowe Price Investment Management
406
T. Rowe Price Investment Management
Maryland
$12K – – –
W
407
WealthCollab
Washington
$11.6K – – –
FHC
408
First Horizon Corporation
Tennessee
$10.8K – – –
TFA
409
Toth Financial Advisory
Virginia
$10.3K – – –
TPCW
410
TD Private Client Wealth
New York
$9.26K +$5.7K +59 +134%
WTA
411
Washington Trust Advisors
Massachusetts
$9.17K -$6.86K -71 -41%
TWC
412
TD Waterhouse Canada
Ontario, Canada
$8.99K – – –
SIS
413
Sound Income Strategies
Florida
$8.3K +$8.21K +85 New
FFO
414
Fortitude Family Office
Arizona
$8.18K +$97 +1 +1%
SS
415
SBI Securities
Japan
$8.18K +$966 +10 +12%
SA
416
Scarborough Advisors
Maryland
$8.09K – – –
Q1WB
417
Quest 10 Wealth Builders
Virginia
$8K – – –
RF
418
Roxbury Financial
New Jersey
$7.28K – – –
LWMI
419
Legacy Wealth Management (Idaho)
Idaho
$7.1K +$2.7K +28 +55%
BFS
420
Bare Financial Services
Pennsylvania
$6.11K +$193 +2 +3%
AT
421
Avalon Trust
New Mexico
$5.84K – – –
RF
422
Rossby Financial
Florida
$5.67K +$2.51K +26 +70%
TCM
423
Triumph Capital Management
Colorado
$5.39K +$5.79K +60 New
MWA
424
Medallion Wealth Advisors
Connecticut
$4.77K – – –
BWL
425
Bogart Wealth LLC
Virginia
$4.5K +$97 +1 +2%