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Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
626
Toronto Dominion Bank
Ontario, Canada
$499K -$2.38K -3 -0.5%
EFS
627
Essex Financial Services
Connecticut
$499K +$497K +626 New
4WM
628
44 Wealth Management
Oregon
$498K -$16.7K -21 -3%
RFC
629
Regions Financial Corp
Alabama
$491K -$794 -1 -0.2%
VFA
630
Valeo Financial Advisors
Indiana
$489K +$172K +217 +55%
MM
631
MQS Management
New York
$486K +$485K +611 New
WBG
632
Wharton Business Group
Pennsylvania
$482K +$39.7K +50 +9%
LFA
633
Legacy Financial Advisors
Kentucky
$481K -$2.38K -3 -0.5%
LCM
634
Lattice Capital Management
Washington
$478K +$477K +601 New
PP
635
PDS Planning
Ohio
$474K -$27.8K -35 -6%
FFA
636
First Foundation Advisors
California
$470K +$8.74K +11 +2%
BRWM
637
B. Riley Wealth Management
Tennessee
$469K +$15.9K +20 +4%
AP
638
Americana Partners
Texas
$467K +$466K +587 New
CT
639
Caldwell Trust
Florida
$458K – – –
GC
640
Garde Capital
Washington
$456K – – –
CCA
641
Clearwater Capital Advisors
Illinois
$455K – – –
SIC
642
Salem Investment Counselors
North Carolina
$455K +$447K +563 +6,256%
IC
643
Inverness Counsel
New York
$455K +$454K +571 New
GDP
644
Great Diamond Partners
Maine
$450K +$51.6K +65 +13%
JCM
645
Janney Capital Management
Pennsylvania
$449K -$794 -1 -0.2%
WS
646
Wedbush Securities
California
$447K +$76.3K +96 +21%
CGA
647
Channing Global Advisors
Florida
$441K +$440K +554 New
CIC
648
Carnegie Investment Counsel
Ohio
$438K +$187K +235 +75%
FB
649
Fulton Bank
Pennsylvania
$436K -$281K -354 -39%
IP
650
Investment Partners
Ohio
$436K +$25.4K +32 +6%