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Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
301
Toronto Dominion Bank
Ontario, Canada
$66K -$634 -13 -1%
FANJ
302
Financial Architects (New Jersey)
New Jersey
$63K +$27.3K +559 +87%
Creative Planning
303
Creative Planning
Kansas
$61K -$98.1K -2,012 -63%
CG
304
Cutler Group
California
$59K -$105K -2,160 -65%
IWM
305
IHT Wealth Management
Illinois
$58K +$55.2K +1,133 New
AC
306
Alexandria Capital
Virginia
$46K – – –
HNB
307
Huntington National Bank
Ohio
$31K +$3.41K +70 +14%
AIM
308
Advantage Investment Management
Iowa
$31K +$29.3K +600 New
National Pension Service
309
National Pension Service
South Korea
$30K +$28K +574 New
CPA
310
Clear Perspective Advisors
Illinois
$29K +$26.8K +550 New
HCM
311
Herndon Capital Management
Georgia
$28K -$414K -8,485 -94%
MFS
312
MSI Financial Services
Massachusetts
$26K +$15.7K +321 +177%
HIIFS
313
Harel Insurance Investments & Financial Services
Israel
$22K +$4.88K +100 +32%
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$22K +$5.27K +108 +36%
CHP
315
Cable Hill Partners
Oregon
$19K – – –
AssetMark Inc
316
AssetMark Inc
California
$18K -$11.5K -236 -41%
GWM
317
Geneos Wealth Management
Colorado
$14K +$13.9K +286 New
MBT
318
Monroe Bank & Trust
Michigan
$12K +$11K +226 New
NSIM
319
North Star Investment Management
Illinois
$11K – – –
SPIA
320
Steward Partners Investment Advisory
New York
$11K +$10.7K +220 New
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
PA
322
Parallel Advisors
California
$9K +$8.73K +179 New
WAM
323
Wealthspire Advisors (Maryland)
Maryland
$8K -$34K -698 -82%
HR
324
Howe & Rusling
New York
$8K -$12.4K -255 -62%
SFS
325
Sowell Financial Services
Arkansas
$7K +$5.61K +115 New