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Name Holding Trade Value Shares
Change
Change in
Stake
HI
326
Horizon Investments
North Carolina
$689K +$14.1K +153 +2%
ORG
327
Optimist Retirement Group
Washington
$689K -$1.3M -14,104 -64%
CC
328
Courier Capital
New York
$684K -$255K -2,769 -26%
Toronto Dominion Bank
329
Toronto Dominion Bank
Ontario, Canada
$672K
TD Asset Management
330
TD Asset Management
Ontario, Canada
$670K -$45.7K -496 -6%
CWA
331
Crux Wealth Advisors
California
$662K +$7.74K +84 +1%
OC
332
Oppenheimer & Co
New York
$661K -$845K -9,169 -54%
CAM
333
Councilmark Asset Management
Tennessee
$660K -$45.5K -494 -6%
BPA
334
Beacon Pointe Advisors
California
$660K -$669K -7,265 -49%
BHPW
335
Beverly Hills Private Wealth
California
$648K -$830K -9,012 -55%
PA
336
Parallel Advisors
California
$640K -$52K -565 -7%
S
337
SignatureFD
Georgia
$636K +$81.1K +880 +14%
MWM
338
Modera Wealth Management
New Jersey
$632K -$10.4K -113 -2%
SVWAG
339
Sound View Wealth Advisors Group
Georgia
$631K -$175K -1,901 -21%
BTW
340
Boston Trust Walden
Massachusetts
$630K -$62.7K -681 -9%
BSA
341
Bull Street Advisors
Georgia
$628K -$12K -130 -2%
NEI
342
Northwest & Ethical Investments
Ontario, Canada
$610K +$283K +3,073 +77%
PA
343
Profund Advisors
Maryland
$604K +$274K +2,971 +74%
Vontobel Holding
344
Vontobel Holding
Switzerland
$604K
CB
345
Commerce Bank
Missouri
$599K -$56.7K -616 -8%
MPPW
346
Mitchell & Pahl Private Wealth
Oklahoma
$594K +$3.59K +39 +0.6%
LTM
347
Lotus Technology Management
Florida
$581K +$620K +6,731 New
RhumbLine Advisers
348
RhumbLine Advisers
Massachusetts
$580K +$216K +2,340 +53%
JCM
349
Jacobi Capital Management
Pennsylvania
$568K -$128K -1,389 -17%
DWP
350
Daymark Wealth Partners
Ohio
$568K -$162K -1,756 -21%