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Name Holding Trade Value Shares
Change
Change in
Stake
GLR
676
Great Lakes Retirement
Ohio
$615K +$105K +158 +18%
Toronto Dominion Bank
677
Toronto Dominion Bank
Ontario, Canada
$615K +$257K +387 +59%
HWM
678
HB Wealth Management
Georgia
$610K +$10.6K +16 +2%
AIA
679
Arbor Investment Advisors
North Carolina
$609K – – –
IWM
680
IHT Wealth Management
Illinois
$607K -$14.6K -22 -2%
VNA
681
Valley National Advisers
Pennsylvania
$605K -$77K -116 -10%
HT
682
Heritage Trust
Oklahoma
$605K – – –
CF
683
Centaurus Financial
California
$601K +$106K +159 +18%
PAA
684
Peregrine Asset Advisers
Oregon
$599K +$9.96K +15 +1%
BWP
685
BSW Wealth Partners
Colorado
$595K -$178K -268 -21%
FA
686
Fiduciary Alliance
South Carolina
$594K -$2.17M -3,267 -76%
ST
687
Smithfield Trust
Pennsylvania
$594K +$41.2K +62 +7%
MSS
688
Mitchell Sinkler & Starr
Pennsylvania
$591K +$26.6K +40 +4%
CMANY
689
Capital Management Associates (New York)
New York
$589K – – –
CI
690
Clal Insurance
Israel
$589K +$332K +500 +100%
CA
691
Cresta Advisors
Texas
$589K +$664K +1,000 New
Luther King Capital Management (LKCM)
692
Luther King Capital Management (LKCM)
Texas
$585K +$48.5K +73 +8%
BBHC
693
Brown Brothers Harriman & Co
New York
$584K +$163K +246 +33%
MIH
694
Meitav Investment House
Israel
$572K +$4.65K +7 +0.7%
WANY
695
Wealthspire Advisors (New York)
New York
$569K +$37.9K +57 +6%
KWA
696
Kingswood Wealth Advisors
California
$565K +$98.3K +148 +49%
P
697
Pitcairn
Pennsylvania
$564K +$118K +177 +23%
PWM
698
Perigon Wealth Management
California
$563K +$208K +313 +49%
DCM
699
DGS Capital Management
New Jersey
$561K +$120K +180 +23%
BTWM
700
Baker Tilly Wealth Management
Wisconsin
$559K -$233K -351 -27%