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Name Holding Trade Value Shares
Change
Change in
Stake
AA
301
Addison Advisors
Vermont
$10.1K +$71 +5 +0.7%
GRP
302
Global Retirement Partners
California
$10.1K -$1.29K -91 -11%
Bank Julius Baer & Co
303
Bank Julius Baer & Co
Switzerland
$10K +$9.35K +659 New
Loomis, Sayles & Company
304
Loomis, Sayles & Company
Massachusetts
$10K +$9.62K +678 New
GWS
305
Glassman Wealth Services
Virginia
$9.8K -$724 -51 -7%
Macquarie Group
306
Macquarie Group
Australia
$9.68K
CLOS
307
Compagnie Lombard Odier SCmA
Switzerland
$9.54K
SWM
308
Sugarloaf Wealth Management
Georgia
$9.49K
LCM
309
Logan Capital Management
Pennsylvania
$9.24K -$3.87K -273 -30%
DekaBank Deutsche Girozentrale
310
DekaBank Deutsche Girozentrale
Germany
$9K
VCM
311
Vigilant Capital Management
Maine
$9K
Toronto Dominion Bank
312
Toronto Dominion Bank
Ontario, Canada
$9K +$184 +13 +2%
SFG
313
Steward Financial Group
Texas
$9K +$823 +58 +10%
DIP
314
DT Investment Partners
Pennsylvania
$8.92K +$1.14K +80 +15%
GI
315
Gradient Investments
Minnesota
$8.87K +$1.08K +76 +14%
TFA
316
Toth Financial Advisory
Virginia
$8.86K
WB
317
Webster Bank
Connecticut
$8.84K -$1.28K -90 -13%
PFBT
318
Parkside Financial Bank & Trust
Missouri
$8.21K
TF
319
TimeScale Financial
Massachusetts
$8.12K
HFM
320
Hartford Financial Management
Connecticut
$8.1K -$2.46K -173 -24%
TF
321
Tompkins Financial
New York
$8.06K -$2.24K -158 -22%
HFS
322
Hantz Financial Services
Michigan
$8K +$199 +14 +3%
PP
323
PFS Partners
New Jersey
$7.9K
SIS
324
Sound Income Strategies
Florida
$7.87K +$7.56K +533 New
ZB
325
Zions Bancorporation
Utah
$7.74K