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TD Synnex

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
601
Dorato Capital Management
Colorado
$45.3K
HWP
602
Highline Wealth Partners
California
$42.8K
ANBT
603
American National Bank & Trust
Texas
$42.5K
MWPCG
604
Measured Wealth Private Client Group
New Hampshire
$41.7K
PCM
605
Peregrine Capital Management
Minnesota
$40.1K
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$39.8K +$5.78K +24 +19%
CTC
607
Central Trust Company
Missouri
$39K +$6.5K +27 +23%
CFM
608
Compass Financial Management
Florida
$38.3K +$34.7K +144 New
HI
609
Harbour Investments
Wisconsin
$35.7K +$2.41K +10 +8%
VSQM
610
V-Square Quantitative Management
Illinois
$35.3K +$31.8K +132 New
CFO
611
CVA Family Office
Colorado
$34.8K +$6.26K +26 +25%
AWM
612
Abound Wealth Management
Tennessee
$34.2K
AFC
613
Ares Financial Consulting
California
$29.9K +$1.69K +7 +7%
BWA
614
Basecamp Wealth Advisors
Washington
$29.7K
APFP
615
Action Point Financial Planning
Michigan
$28.3K +$26.3K +109 New
BIA
616
Bell Investment Advisors
California
$27K +$482 +2 +2%
CAM
617
Costello Asset Management
Pennsylvania
$26.7K
HIA
618
Harbor Investment Advisory
Maryland
$25.7K
FB
619
First Bancorp
Maine
$24.1K +$21.7K +90 New
MA
620
MCF Advisors
Kentucky
$22.7K
CA
621
Centerpoint Advisors
Massachusetts
$22K
RDFA
622
Ritter Daniher Financial Advisory
Ohio
$21.9K
FCMT
623
Founders Capital Management (Texas)
Texas
$21.4K
CAL
624
Capital Advisors Ltd
Ohio
$21K
C
625
Covestor
United Kingdom
$21K +$3.85K +16 +25%