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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
301
RWA Wealth Partners
Massachusetts
$361K +$9.74K +79 +3%
RG
302
Rikoon Group
New Mexico
$360K – – –
KWA
303
KCS Wealth Advisory
California
$359K +$65.3K +530 +26%
WCM
304
Wunderlich Capital Managemnt
Tennessee
$354K +$312K +2,531 New
SRC
305
Sage Rhino Capital
California
$353K +$8.87K +72 +3%
OFS
306
OneAscent Financial Services
Alabama
$352K +$18.6K +151 +6%
Toronto Dominion Bank
307
Toronto Dominion Bank
Ontario, Canada
$351K +$116K +940 +60%
PFS
308
Physicians Financial Services
North Carolina
$350K – – –
I
309
IberiaBank
Louisiana
$343K -$16.5K -134 -5%
ASN
310
Advisory Services Network
Georgia
$338K +$59.7K +484 +25%
LG
311
Leuthold Group
Minnesota
$336K +$296K +2,402 New
PTC
312
Private Trust Company
Ohio
$334K – – –
BIMC
313
Benson Investment Management Company
Virginia
$328K – – –
SCA
314
Snowden Capital Advisors
New York
$327K +$288K +2,338 New
RhumbLine Advisers
315
RhumbLine Advisers
Massachusetts
$327K +$288K +2,338 New
GA
316
Geller Advisors
New York
$317K +$279K +2,261 New
PCA
317
Personal Capital Advisors
California
$314K -$32.5K -264 -11%
OL
318
Optas LLC
Texas
$312K +$19.4K +157 +8%
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$311K +$4.68K +38 +2%
DHFB
320
Dixon Hubard Feinour & Brown
Virginia
$305K +$234K +1,900 New
HH
321
Hilltop Holdings
Texas
$299K +$863 +7 +0.3%
FT
322
Fiduciary Trust
Massachusetts
$297K +$2.1K +17 +0.8%
WAS
323
WESPAC Advisors SoCal
California
$295K -$1.23K -10 -0.5%
EI
324
Ellevest Inc
New York
$290K +$70.7K +574 +38%
1832 Asset Management
325
1832 Asset Management
Ontario, Canada
$288K +$66.6K +540 +35%