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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
401
Evergreen Capital Management
Washington
$341K +$51.8K +763 +15%
BRWA
402
B. Riley Wealth Advisors
Florida
$340K -$118K -1,741 -23%
WFI
403
West Family Investments
California
$340K +$399K +5,872 New
9WM
404
9258 Wealth Management
Ohio
$337K +$4.42K +65 +1%
LFG
405
Larson Financial Group
Missouri
$331K – – –
WTC
406
WhitTier Trust Company
Nevada
$323K -$60.4K -889 -14%
BHB
407
Bank Hapoalim BM
Israel
$316K -$463K -6,810 -55%
E
408
Ergoteles
New York
$307K +$360K +5,302 New
FCH
409
Freestone Capital Holdings
Washington
$306K +$359K +5,285 New
CG
410
Caprock Group
Idaho
$305K +$42K +618 +13%
Toronto Dominion Bank
411
Toronto Dominion Bank
Ontario, Canada
$299K +$19.7K +290 +6%
PFS
412
Prospera Financial Services
Texas
$293K +$16.6K +245 +5%
FC
413
FORA Capital
Florida
$293K +$324K +4,766 New
EM
414
ELCO Management
New York
$289K – – –
WF
415
Welch & Forbes
Massachusetts
$289K – – –
MG
416
Mather Group
Illinois
$286K -$53.1K -781 -14%
BWP
417
BSW Wealth Partners
Colorado
$284K +$8.7K +128 +3%
CCM
418
Coldstream Capital Management
Washington
$283K -$4.96K -73 -1%
AP
419
Advisor Partners
California
$277K -$32.8K -482 -9%
ASN
420
Advisory Services Network
Georgia
$275K -$4.28K -63 -1%
LA
421
Legacy Advisors
Pennsylvania
$271K – – –
KTC
422
Kistler-Tiffany Companies
Pennsylvania
$263K -$10.5K -155 -3%
DLG
423
Daniel L. Goodwin
$255K -$136K -2,000 -31%
BA
424
Bristlecone Advisors
Washington
$255K +$95.9K +1,412 +47%
EH
425
Equitable Holdings
New York
$250K -$12.1K -178 -4%