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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
401
Capital Advisors Ltd
Ohio
$38K
CAC
402
Certified Advisory Corp
Florida
$38K
HR
403
Howe & Rusling
New York
$38K +$36.8K +860 New
Toronto Dominion Bank
404
Toronto Dominion Bank
Ontario, Canada
$37K -$7.92K -185 -18%
AWM
405
Aevitas Wealth Management
Massachusetts
$35K -$34.3K -800 -50%
CFB
406
Cullen/Frost Bankers
Texas
$35K +$34.1K +797 New
NL
407
NKCFO LLC
Illinois
$35K +$34.3K +800 New
BL
408
Balentine LLC
Georgia
$32K -$17K -398 -35%
EWM
409
Executive Wealth Management
Michigan
$32K -$2.06K -48 -6%
WT
410
Whittier Trust
California
$31K -$20.8K -485 -41%
ESB
411
Essex Savings Bank
Connecticut
$31K
MFBTD
412
MB Financial Bank - Trust Department
Illinois
$31K
AIA
413
Alera Investment Advisors
Illinois
$27K -$6.77K -158 -21%
DAM
414
Delta Asset Management
Tennessee
$27K
MAM
415
Meeder Asset Management
Ohio
$27K
FCA
416
FinTrust Capital Advisors
South Carolina
$25K -$17.1K -399 -42%
LWM
417
Lenox Wealth Management
Ohio
$25K +$1.16K +27 +5%
AF
418
Allworth Financial
California
$25K +$6.68K +156 +39%
AWM
419
AllSquare Wealth Management
New York
$24K
JIR
420
James Investment Research
Ohio
$24K
CFA
421
Camarda Financial Advisors
Florida
$24K +$23.1K +539 New
MA
422
MUFG Americas
New York
$23K
GSWM
423
Golden State Wealth Management
California
$23K +$22K +514 New
FPB
424
First PREMIER Bank
South Dakota
$22K
BCA
425
Berman Capital Advisors
Georgia
$19K -$25.3K -590 -57%