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Name Holding Trade Value Shares
Change
Change in
Stake
HVM
401
Harvest Volatility Management
Connecticut
$494K +$426K +1,012 New
PNC
402
Park National Corp
Ohio
$492K -$23.1K -55 -5%
ECM
403
Evergreen Capital Management
Washington
$488K +$82.1K +195 +24%
ECM
404
EMC Capital Management
Texas
$488K +$421K +1,000 New
CWM
405
Cordatus Wealth Management
Pennsylvania
$483K +$170K +403 +69%
HIA
406
Harbor Investment Advisory
Maryland
$482K +$58.1K +138 +16%
FPF
407
First Pacific Financial
Washington
$481K +$415K +987 New
VFA
408
Values First Advisors
Tennessee
$470K -$45.4K -108 -10%
Principal Financial Group
409
Principal Financial Group
Iowa
$465K -$51.3K -122 -11%
FP
410
Financial Perspectives
Minnesota
$464K -$53K -126 -12%
Brown Advisory
411
Brown Advisory
Maryland
$463K +$112K +265 +39%
WWS
412
Wellington Wealth Strategies
Indiana
$462K +$257K +611 New
IWS
413
Insight Wealth Strategies
California
$462K -$18.5K -44 -4%
TW
414
TrinityPoint Wealth
Connecticut
$456K -$5.47K -13 -2%
RA
415
Reby Advisors
Connecticut
$455K +$393K +933 New
AssetMark Inc
416
AssetMark Inc
California
$451K -$52.6K -125 -12%
HFM
417
Harvest Fund Management
China
$446K -$18.9K -45 -5%
VWA
418
V Wealth Advisors
Kansas
$446K +$385K +916 New
Toronto Dominion Bank
419
Toronto Dominion Bank
Ontario, Canada
$445K +$60.2K +143 +19%
CB
420
Commerce Bank
Missouri
$443K +$9.26K +22 +2%
VCM
421
Virtue Capital Management
Tennessee
$439K +$379K +900 New
SRC
422
Sage Rhino Capital
California
$436K -$3.79K -9 -1%
HI
423
Horizon Investments
North Carolina
$432K +$373K +886 New
CGL
424
Clarius Group LLC
Washington
$430K -$842 -2 -0.2%
APG
425
Abacus Planning Group
South Carolina
$427K – – –