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TD Synnex
SNX

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
601
True Wealth Design
Ohio
$45.4K +$6.02K +25 +17%
AAS
602
Ameritas Advisory Services
Nebraska
$45.3K +$41K +170 New
DCM
603
Dorato Capital Management
Colorado
$45.3K – – –
HWP
604
Highline Wealth Partners
California
$42.8K – – –
ANBT
605
American National Bank & Trust
Texas
$42.5K – – –
PFBT
606
Parkside Financial Bank & Trust
Missouri
$42.2K +$9.39K +39 +33%
MWPCG
607
Measured Wealth Private Client Group
New Hampshire
$41.7K – – –
PCM
608
Peregrine Capital Management
Minnesota
$40.1K – – –
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$39.8K +$5.78K +24 +19%
CTC
610
Central Trust Company
Missouri
$39K +$6.5K +27 +23%
CFM
611
Compass Financial Management
Florida
$38.3K +$34.7K +144 New
HI
612
Harbour Investments
Wisconsin
$35.7K +$2.41K +10 +8%
VSQM
613
V-Square Quantitative Management
Illinois
$35.3K +$31.8K +132 New
CFO
614
CVA Family Office
Colorado
$34.8K +$6.26K +26 +25%
AWM
615
Abound Wealth Management
Tennessee
$34.2K – – –
AFC
616
Ares Financial Consulting
California
$29.9K +$1.69K +7 +7%
BWA
617
Basecamp Wealth Advisors
Washington
$29.7K – – –
APFP
618
Action Point Financial Planning
Michigan
$28.3K +$26.3K +109 New
BIA
619
Bell Investment Advisors
California
$27K +$482 +2 +2%
CAM
620
Costello Asset Management
Pennsylvania
$26.7K – – –
HIA
621
Harbor Investment Advisory
Maryland
$25.7K – – –
FB
622
First Bancorp
Maine
$24.1K +$21.7K +90 New
MA
623
MCF Advisors
Kentucky
$22.7K – – –
CA
624
Centerpoint Advisors
Massachusetts
$22K – – –
RDFA
625
Ritter Daniher Financial Advisory
Ohio
$21.9K – – –
23 24
25
26 27