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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
351
Steward Financial Group
Texas
$3K +$3.55K +90 New
AIC
352
Archer Investment Corporation
Indiana
$2.7K
BCM
353
Bourgeon Capital Management
Connecticut
$2.6K +$2.6K +66 New
Axa
354
Axa
France
$2.52K
AWM
355
Abound Wealth Management
Tennessee
$2.45K
FSWA
356
Financial Synergies Wealth Advisors
Texas
$2.21K
HCM
357
Hollencrest Capital Management
California
$2.13K
PCTC
358
Perkins Coie Trust Company
Washington
$2.13K +$2.13K +54 New
HBW
359
Hazlett, Burt & Watson
West Virginia
$2K +$1.81K +46 New
NECFA
360
New England Capital Financial Advisors
Connecticut
$1.97K
GI
361
Gradient Investments
Minnesota
$1.74K
Kayne Anderson Rudnick Investment Management
362
Kayne Anderson Rudnick Investment Management
California
$1.58K
ACM
363
Antonetti Capital Management
Florida
$1.54K
KFI
364
Key Financial Inc
Pennsylvania
$1.54K
Jones Financial Companies
365
Jones Financial Companies
Missouri
$1.5K +$1.5K +38 New
CFB
366
Cullen/Frost Bankers
Texas
$1.09K
TSWM
367
Tyler-Stone Wealth Management
Ohio
$1K
CAL
368
Capital Analysts LLC
Pennsylvania
$1K +$946 +24 New
AAP
369
Arax Advisory Partners
Colorado
$790
LFA
370
Level Financial Advisors
New York
$789
WOSD
371
WFA of San Diego
California
$553
FRA
372
Front Row Advisors
California
$513
Toronto Dominion Bank
373
Toronto Dominion Bank
Ontario, Canada
$474
CPG
374
Cornerstone Planning Group
New Jersey
$237 +$236 +6 New
MIM
375
Macroview Investment Management
Maryland
$79