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Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
126
SEI Investments
Pennsylvania
$41K +$2.54K +75 +7%
Toronto Dominion Bank
127
Toronto Dominion Bank
Ontario, Canada
$40K -$319K -9,392 -88%
FGC
128
Financial Gravity Companies
Texas
$40K +$40K +1,179 New
PCP
129
Proficio Capital Partners
Massachusetts
$39K -$49.2K -1,451 -54%
LFA
130
Legacy Financial Advisors
Kentucky
$35K +$25.7K +758 +208%
TRCT
131
Tower Research Capital (TRC)
New York
$30K -$4.65K -137 -13%
WIM
132
Westside Investment Management
California
$25.3K -$6K -177 -18%
ZB
133
Zions Bancorporation
Utah
$24K -$3.46K -102 -12%
WAM
134
Wealthspire Advisors (Maryland)
Maryland
$23K -$4.55K -134 -16%
CAL
135
Capital Advisors Ltd
Ohio
$22K – – –
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$22K +$16.5K +486 +231%
AF
137
Advisornet Financial
Minnesota
$20K – – –
FRA
138
Front Row Advisors
California
$19K – – –
NL
139
NKCFO LLC
Illinois
$19K +$20.4K +600 New
WT
140
Whittier Trust
California
$19K +$20.4K +600 New
CC
141
Claybrook Capital
Massachusetts
$19K +$20.8K +614 New
WDL
142
Well Done LLC
Michigan
$19K +$20.8K +614 New
WANY
143
Wealthspire Advisors (New York)
New York
$18K +$18.9K +558 New
VFA
144
Valeo Financial Advisors
Indiana
$17K – – –
BFC
145
Bedel Financial Consulting
Indiana
$16K – – –
IA
146
IFP Advisors
Florida
$16K +$4.68K +138 +37%
AWM
147
AllSquare Wealth Management
New York
$14K – – –
ASN
148
Advisory Services Network
Georgia
$13K – – –
CAW
149
Cornerstone Advisors (Washington)
Washington
$12K -$1.43K -42 -10%
SGAM
150
Smith Group Asset Management
Texas
$9K -$678 -20 -6%