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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
351
TrustCore Financial Services
Tennessee
$90K
Lazard Asset Management
352
Lazard Asset Management
New York
$82K -$1.36M -12,435 -94%
RPCONE
353
Retirement Planning Company of New England
Rhode Island
$79K +$77.3K +707 New
HIIFS
354
Harel Insurance Investments & Financial Services
Israel
$77K -$11.9K -109 -14%
PA
355
Parallel Advisors
California
$74K -$12.2K -112 -15%
WFS
356
Widmann Financial Services
Maryland
$73K +$71.6K +655 New
CT
357
Caldwell Trust
Florida
$71.5K
Canada Pension Plan Investment Board
358
Canada Pension Plan Investment Board
Ontario, Canada
$69K -$68.3K -625 -51%
ICM
359
Islay Capital Management
Texas
$65K -$6.12K -56 -9%
PCG
360
Private Capital Group
Connecticut
$65K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
361
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$58K
SQA
362
Simon Quick Advisors
New Jersey
$56K -$874 -8 -2%
AA
363
Ancora Advisors
Ohio
$56K
CFB
364
Cullen/Frost Bankers
Texas
$56K
EWM
365
Endurance Wealth Management
Rhode Island
$56K
TAIM
366
TD Ameritrade Investment Management
Nebraska
$56K +$53.9K +493 New
C
367
Covestor
United Kingdom
$54K +$52.3K +479 New
BWM
368
Baystate Wealth Management
Massachusetts
$53K +$50.4K +461 +5,763%
BWA
369
BDO Wealth Advisors
Florida
$52K +$874 +8 +2%
CVA
370
Ceredex Value Advisors
Florida
$51K -$16.4K -150 -25%
FHA
371
First Horizon Advisors
Tennessee
$51K
IA
372
IFP Advisors
Florida
$50K -$656 -6 -1%
SC
373
Steph & Co
Wisconsin
$48K +$46.4K +425 New
KCM
374
KRS Capital Management
Michigan
$35K +$33.9K +310 New
NSIM
375
North Star Investment Management
Illinois
$34K