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Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
301
Toronto Dominion Bank
Ontario, Canada
$582K
CAM
302
Councilmark Asset Management
Tennessee
$574K +$5.23K +60 +0.8%
MOS
303
MGO One Seven
Ohio
$574K -$1.24M -14,212 -65%
CA
304
CoreCap Advisors
Michigan
$572K -$147K -1,690 -18%
CC
305
Courier Capital
New York
$568K -$26.2K -300 -4%
WANY
306
Wealthspire Advisors (New York)
New York
$558K -$108K -1,237 -14%
BWM
307
Bulltick Wealth Management
Florida
$552K +$646K +7,409 New
CF
308
Centaurus Financial
California
$547K -$72K -825 -10%
PPWP
309
Premier Path Wealth Partners
New Jersey
$542K -$140K -1,603 -18%
PA
310
Parallel Advisors
California
$541K -$13.2K -151 -2%
RhumbLine Advisers
311
RhumbLine Advisers
Massachusetts
$540K +$46.2K +530 +8%
JCM
312
Jacobi Capital Management
Pennsylvania
$540K +$58.1K +666 +10%
NW
313
Naviter Wealth
Arkansas
$538K +$85.7K +982 +16%
MWM
314
Modera Wealth Management
New Jersey
$537K -$9.34K -107 -1%
GWM
315
Gibbs Wealth Management
Georgia
$537K +$630K +7,216 New
MFFIA
316
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$536K -$143K -1,635 -19%
GBT
317
Grove Bank & Trust
Florida
$531K +$224K +2,562 +56%
MWM
318
Manske Wealth Management
Texas
$529K +$309K +3,539 +99%
NEI
319
Northwest & Ethical Investments
Ontario, Canada
$527K
Vontobel Holding
320
Vontobel Holding
Switzerland
$521K
BTW
321
Boston Trust Walden
Massachusetts
$519K -$29.2K -335 -5%
AA
322
Auxano Advisors
Washington
$515K +$208K +2,381 +52%
GCM
323
Graham Capital Management
Connecticut
$515K +$604K +6,924 New
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$513K -$185K -2,116 -23%
TBWA
325
Three Bridge Wealth Advisors
California
$511K +$46.8K +537 +8%