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TOST

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
626
Transamerica Financial Advisors
Florida
$22.1K +$12.9K +431 +107%
CFO
627
CVA Family Office
Colorado
$21.4K +$19K +636 +374%
CFB
628
Cullen/Frost Bankers
Texas
$20.3K +$9.37K +314 +70%
RFP
629
Root Financial Partners
California
$18.6K -$5.31K -178 -20%
EB
630
Eastern Bank
Massachusetts
$17.2K – – –
TFIPS
631
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.2K – – –
PWAM
632
Private Wealth Asset Management
Iowa
$16.8K +$8.77K +294 +86%
CCWM
633
Cassaday & Co Wealth Management
Virginia
$14.6K +$16.4K +550 New
VIS
634
Vega Investment Solutions
France
$14.1K – – –
RCM
635
Raleigh Capital Management
North Carolina
$13.7K – – –
RS
636
Rakuten Securities
Japan
$13.5K +$2.98K +100 +24%
HIA
637
Harbor Investment Advisory
Maryland
$13.3K – – –
HNW
638
High Note Wealth
Minnesota
$13K – – –
AUB
639
Atlantic Union Bankshares
Virginia
$12.6K +$3.91K +131 +38%
ZBNA
640
Zions Bancorporation, National Association
Utah
$12.5K +$985 +33 +8%
CSB
641
City State Bank
Iowa
$12.5K – – –
FF
642
Finley Financial
Nevada
$12.4K – – –
WA
643
WPG Advisers
Maryland
$12.4K -$507 -17 -4%
WTC
644
WhitTier Trust Company
Nevada
$12.2K -$3.52K -118 -21%
MPWT
645
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$2.95K +99 +29%
GC
646
Gould Capital
Washington
$11K – – –
TWC
647
TD Waterhouse Canada
Ontario, Canada
$10.9K +$8.65K +290 +223%
TSMHT
648
Thurston Springer Miller Herd & Titak
Indiana
$10.6K +$4.48K +150 +60%
NSIM
649
North Star Investment Management
Illinois
$10.3K +$5.16K +173 +80%
BLC
650
Brown, Lisle/Cummings
Rhode Island
$10.2K +$11.5K +386 New
24 25
26
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