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Performance Food Group
PFGC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
426
Ares Financial Consulting
California
$22.1K +$1.24K +13 +7%
VSQM
427
V-Square Quantitative Management
Illinois
$20.7K -$44.3K -465 -72%
CRI
428
Commonwealth Retirement Investments
Virginia
$20.7K +$17.6K +185 New
CA
429
Clearstead Advisors
Ohio
$20K +$12.2K +128 +251%
BIA
430
Bell Investment Advisors
California
$18.7K – – –
WTC
431
WhitTier Trust Company
Nevada
$18.5K -$856 -9 -5%
CIM
432
Contravisory Investment Management
Massachusetts
$16.4K – – –
JWA
433
JFS Wealth Advisors
Pennsylvania
$16.3K +$285 +3 +2%
RF
434
Rossby Financial
Florida
$16.3K -$6.85K -72 -33%
FHC
435
First Horizon Corporation
Tennessee
$16.3K +$2K +21 +17%
FFO
436
Fortitude Family Office
Arizona
$15.9K +$1.24K +13 +10%
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$15.2K -$381 -4 -3%
W
438
WealthCollab
Washington
$14.4K – – –
CT
439
Clearstead Trust
Maine
$13.5K – – –
AIM
440
Anchor Investment Management
South Carolina
$13.5K +$11.5K +121 New
IA
441
IFG Advisory
Georgia
$13.1K +$11.1K +117 New
TFA
442
Toth Financial Advisory
Virginia
$12.9K – – –
TPCW
443
TD Private Client Wealth
New York
$12.5K +$1.05K +11 +11%
APFP
444
Action Point Financial Planning
Michigan
$11.7K +$10.4K +109 New
WTA
445
Washington Trust Advisors
Massachusetts
$11.4K – – –
BWL
446
Bogart Wealth LLC
Virginia
$10.8K +$4.28K +45 +87%
CTC
447
Central Trust Company
Missouri
$9.61K +$95 +1 +1%
CTA
448
Colonial Trust Advisors
South Carolina
$9.5K – – –
RF
449
Roxbury Financial
New Jersey
$9.05K – – –
RWM
450
Rialto Wealth Management
New York
$9.05K +$3.52K +37 +84%
16 17
18
19 20