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Name Holding Trade Value Shares
Change
Change in
Stake
TNA
326
True North Advisors
Texas
$634K
V
327
ViaWealth
Kansas
$626K +$603K +18,115 New
KWM
328
Kingsview Wealth Management
Oregon
$623K -$7K -210 -1%
BIA
329
Barry Investment Advisors
Massachusetts
$618K +$132K +3,960 +29%
TWC
330
TD Waterhouse Canada
Ontario, Canada
$617K -$51.4K -1,542 -8%
RPCONE
331
Retirement Planning Company of New England
Rhode Island
$614K +$50K +1,501 +9%
WH
332
Willner & Heller
California
$606K -$59.9K -1,797 -9%
CD
333
Chapin Davis
Maryland
$599K +$568K +17,039 New
JFL
334
Jarislowsky, Fraser Ltd
Quebec, Canada
$582K -$42.1K -1,264 -7%
BBA
335
BLB&B Advisors
Pennsylvania
$575K +$274K +8,226 +101%
EGM
336
Engineers Gate Manager
New York
$572K -$402K -12,070 -43%
PA
337
PFG Advisors
Arizona
$568K -$120K -3,589 -18%
TCPWM
338
Traverso Chambers Private Wealth Management
California
$559K +$9.43K +283 +2%
IDBONY
339
Israel Discount Bank of New York
New York
$550K +$522K +15,660 New
SGA
340
Strategic Global Advisors
California
$550K +$123K +3,701 +31%
CCM
341
Canal Capital Management
Virginia
$543K +$34.6K +1,040 +7%
GAA
342
Green Alpha Advisors
Colorado
$539K +$94.7K +2,844 +23%
VFA
343
Valeo Financial Advisors
Indiana
$533K +$141K +4,220 +39%
HSBC Holdings
344
HSBC Holdings
United Kingdom
$527K -$2.03M -60,823 -80%
BP
345
Ballentine Partners
Massachusetts
$525K +$144K +4,324 +41%
CFG
346
Carr Financial Group
Massachusetts
$521K +$489K +14,684 New
WSTAM
347
Wilbanks Smith & Thomas Asset Management
Virginia
$521K -$32.7K -983 -6%
Bessemer Group
348
Bessemer Group
New Jersey
$519K -$80.4K -2,413 -14%
HA
349
Herold Advisors
New York
$515K -$397K -11,916 -45%
MIM
350
Martin Investment Management
Florida
$512K -$145K -4,360 -23%