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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
Wealthspire Advisors (Maryland)
Maryland
$83K
AF
302
Allworth Financial
California
$76K
BJ
303
BlackRock Japan
Japan
$68K +$65.2K +10,216 New
Toronto Dominion Bank
304
Toronto Dominion Bank
Ontario, Canada
$60K +$2.55K +400 +5%
IA
305
IFP Advisors
Florida
$56K -$2.71K -424 -5%
SJV
306
Scott J. Vassalluzzo
$55K
HNB
307
Huntington National Bank
Ohio
$48K -$3.32K -520 -7%
WEC
308
Winslow Evans & Crocker
Massachusetts
$42.8K
Creative Planning
309
Creative Planning
Kansas
$41K -$5.97K -936 -13%
MFS
310
MSI Financial Services
Massachusetts
$39K +$14.1K +2,216 +62%
WTC
311
WhitTier Trust Company
Nevada
$27K +$19.3K +3,032 +292%
S
312
SignatureFD
Georgia
$26K +$12.7K +1,984 +101%
JFA
313
JNBA Financial Advisors
Minnesota
$26K +$25.2K +3,944 New
TCIM
314
TIAA CREF Investment Management
New York
$25.4K -$690K -108,128 -3%
IWMPD
315
Integrated Wealth Management (Palm Desert)
California
$21K +$20.4K +3,200 New
HPBT
316
High Point Bank & Trust
North Carolina
$15K
BBHC
317
Brown Brothers Harriman & Co
New York
$13K
First Manhattan
318
First Manhattan
New York
$12K
LNB
319
Ledyard National Bank
$12K
TWA
320
TCI Wealth Advisors
Arizona
$12K
FANJ
321
Financial Architects (New Jersey)
New Jersey
$11K
GAM
322
Gemmer Asset Management
California
$11K
SIM
323
Sonora Investment Management
Arizona
$10.7K
PCP
324
Proficio Capital Partners
Massachusetts
$9K +$2.6K +408 +45%
CAM
325
ClariVest Asset Management
California
$9K +$7.66K +1,200 +882%