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Teradyne

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1001
HBK Sorce Advisory
Pennsylvania
$350K -$40.4K -107 -11%
EFG
1002
Everhart Financial Group
Ohio
$350K -$377 -1 -0.1%
NG
1003
Novem Group
New York
$347K +$270K +717 New
PDL
1004
Portfolio Design Labs
California
$346K -$4.15K -11 -2%
IA
1005
Integrity Alliance
Iowa
$344K +$269K +712 New
BCM
1006
Beck Capital Management
Texas
$343K +$267K +708 New
DC
1007
Davenport & Co
Virginia
$342K +$267K +707 New
GA
1008
GFS Advisors
Texas
$342K +$3.02K +8 New
OFO
1009
OneAscent Family Office
Alabama
$341K +$266K +704 New
II
1010
Impact Investors
California
$341K -$40.4K -107 -13%
MYLI
1011
Meiji Yasuda Life Insurance
Japan
$340K +$265K +703 New
RSWM
1012
Robertson Stephens Wealth Management
California
$339K +$264K +701 New
CFG
1013
Cooper Financial Group
California
$339K +$264K +701 New
RWM
1014
Rialto Wealth Management
New York
$339K -$15.1K -40 -5%
HNWAG
1015
High Net Worth Advisory Group
Florida
$339K
LWA
1016
Legacy Wealth Advisors
Florida
$336K +$262K +695 New
HBCM
1017
Heron Bay Capital Management
Michigan
$333K +$260K +689 New
PIA
1018
Perennial Investment Advisors
California
$332K +$259K +686 New
SR
1019
Syntax Research
Florida
$331K +$377 +1 +0.1%
SF
1020
Symphony Financial
Texas
$331K -$5.28K -14 -2%
IAIM
1021
International Assets Investment Management
Florida
$331K +$144K +382 +97%
RFC
1022
Regions Financial Corp
Alabama
$330K -$3.02K -8 -1%
LA
1023
LVW Advisors
New York
$330K +$257K +682 New
LFM
1024
LGT Fund Management
Liechtenstein
$329K
LI
1025
LRI Investments
Florida
$329K +$40.7K +108 +19%