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TransUnion
TRU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
501
Salem Investment Counselors
North Carolina
$4.07K +$4.47K +49 New
CTC
502
Central Trust Company
Missouri
$3.73K – – –
PFBT
503
Parkside Financial Bank & Trust
Missouri
$3.65K -$15.4K -169 -79%
T
504
Tidemark
California
$3.57K – – –
BIA
505
Bell Investment Advisors
California
$3.49K – – –
PAM
506
Parvin Asset Management
South Dakota
$3.15K +$3.47K +38 New
SC
507
SouthState Corp
Florida
$3.15K +$3.47K +38 New
CAL
508
Capital Advisors Ltd
Ohio
$3K – – –
MCM
509
Manchester Capital Management
Vermont
$2.74K – – –
TWD
510
True Wealth Design
Ohio
$2.49K -$822 -9 -23%
FGAM
511
Financial Gravity Asset Management
Texas
$2.41K +$2.65K +29 New
WPA
512
West Paces Advisors
Georgia
$2.16K – – –
HFS
513
Hughes Financial Services
Virginia
$2.01K +$2.19K +24 New
QC
514
Quent Capital
New York
$1.99K – – –
DPW
515
DiNuzzo Private Wealth
Pennsylvania
$1.91K -$457 -5 -18%
SW
516
SVB Wealth
Massachusetts
$1.83K +$2.01K +22 New
AF
517
Advisornet Financial
Minnesota
$1.66K +$457 +5 +33%
RWM
518
Raffa Wealth Management
District of Columbia
$1.41K – – –
FCAS
519
First Command Advisory Services
Texas
$1.41K +$1.55K +17 New
SS
520
SBI Securities
Japan
$1.25K -$822 -9 -38%
RFA
521
Reyes Financial Architecture
California
$1.25K – – –
GFPC
522
Global Financial Private Client
Florida
$1.25K +$822 +9 +150%
WCM
523
WealthTrak Capital Management
Virginia
$1.25K +$913 +10 +200%
TIM
524
Tortoise Investment Management
New York
$1.16K – – –
CT
525
Clearstead Trust
Maine
$996 +$1.1K +12 New
19 20
21
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