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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
401
B. Riley Wealth Advisors
Florida
$340K -$118K -1,741 -23%
WFI
402
West Family Investments
California
$340K +$399K +5,872 New
9WM
403
9258 Wealth Management
Ohio
$337K +$4.42K +65 +1%
LFG
404
Larson Financial Group
Missouri
$331K
WTC
405
WhitTier Trust Company
Nevada
$323K -$60.4K -889 -14%
BHB
406
Bank Hapoalim BM
Israel
$316K -$463K -6,810 -55%
E
407
Ergoteles
New York
$307K +$360K +5,302 New
FCH
408
Freestone Capital Holdings
Washington
$306K +$359K +5,285 New
CG
409
Caprock Group
Idaho
$305K +$42K +618 +13%
Toronto Dominion Bank
410
Toronto Dominion Bank
Ontario, Canada
$299K +$19.7K +290 +6%
PFS
411
Prospera Financial Services
Texas
$293K +$16.6K +245 +5%
FC
412
FORA Capital
Florida
$293K +$324K +4,766 New
EM
413
ELCO Management
New York
$289K
WF
414
Welch & Forbes
Massachusetts
$289K
MG
415
Mather Group
Illinois
$286K -$53.1K -781 -14%
BWP
416
BSW Wealth Partners
Colorado
$284K +$8.7K +128 +3%
CCM
417
Coldstream Capital Management
Washington
$283K -$4.96K -73 -1%
AP
418
Advisor Partners
California
$277K -$32.8K -482 -9%
ASN
419
Advisory Services Network
Georgia
$275K -$4.28K -63 -1%
LA
420
Legacy Advisors
Pennsylvania
$271K
KTC
421
Kistler-Tiffany Companies
Pennsylvania
$263K -$10.5K -155 -3%
DLG
422
Daniel L. Goodwin
$255K -$136K -2,000 -31%
BA
423
Bristlecone Advisors
Washington
$255K +$95.9K +1,412 +47%
EH
424
Equitable Holdings
New York
$250K -$12.1K -178 -4%
QCG
425
Quadrant Capital Group
Ohio
$249K -$15.2K -224 -5%