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TOST

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
601
TD Private Client Wealth
New York
$51.8K -$4.39K -147 -7%
BTI
602
Blue Trust Inc
Georgia
$50.9K +$9.58K +321 +20%
TFM
603
TFC Financial Management
Massachusetts
$48.1K +$44.7K +1,498 +474%
SS
604
SBI Securities
Japan
$43.8K -$8.33K -279 -14%
FC
605
Financial Consulate
Maryland
$40K +$239 +8 +0.5%
PWM
606
Proathlete Wealth Management
Florida
$39.8K – – –
CPG
607
Cornerstone Planning Group
New Jersey
$39.6K +$4.21K +141 +11%
MA
608
Montag & Associates
Georgia
$38.6K +$27.5K +920 +172%
CAM
609
Chesapeake Asset Management
New York
$38.2K – – –
GIA
610
GHP Investment Advisors
Colorado
$37.1K – – –
AW
611
Ankerstar Wealth
Texas
$32.9K -$4.45K -149 -11%
UOTTAIMCU
612
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$31.8K +$35.8K +1,200 New
PSB
613
Piscataqua Savings Bank
New Hampshire
$31.8K +$2.98K +100 +9%
EI
614
EFG International
$31.2K – – –
SWM
615
SHP Wealth Management
Massachusetts
$30.4K +$10.1K +340 +42%
CA
616
CoreCap Advisors
Michigan
$30.3K -$19.8K -662 -37%
AA
617
Ancora Advisors
Ohio
$29.5K +$17.9K +600 +117%
RFG
618
REAP Financial Group
Texas
$27.7K +$358 +12 +1%
NRG
619
Nemes Rush Group
Michigan
$26.5K -$30 -1 -0.1%
AT
620
Avalon Trust
New Mexico
$26.5K – – –
SVCP
621
Silicon Valley Capital Partners
California
$26.5K – – –
SFG
622
Strive Financial Group
Indiana
$26K +$4.71K +158 +19%
SAM
623
Smartleaf Asset Management
Massachusetts
$24.3K -$9.85K -330 -26%
AW
624
Avion Wealth
Texas
$24K +$9.16K +307 +51%
TC
625
Truvestments Capital
Florida
$22.5K +$119 +4 +0.5%
23 24
25
26 27