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Name Holding Trade Value Shares
Change
Change in
Stake
OPS
426
Orion Portfolio Solutions
Nebraska
$223K -$12.1K -234 -5%
VFA
427
Valeo Financial Advisors
Indiana
$218K -$67.5K -1,308 -24%
WH
428
Willner & Heller
California
$218K -$28.3K -549 -11%
LNC
429
Lincoln National Corp
Pennsylvania
$217K +$218K +4,220 New
IFWM
430
Institute for Wealth Management
Colorado
$215K -$7.9K -153 -4%
ECG
431
Edge Capital Group
Georgia
$215K +$216K +4,179 New
LWM
432
Lyell Wealth Management
California
$215K +$217K +4,197 New
WCWM
433
Willow Creek Wealth Management
California
$214K -$10.3K -200 -5%
JCM
434
Jacobi Capital Management
Pennsylvania
$214K +$216K +4,177 New
EFS
435
Essex Financial Services
Connecticut
$213K
PMA
436
Prudent Man Advisors
Illinois
$210K
SPC
437
Sigma Planning Corp
Michigan
$209K -$5.27K -102 -2%
BCA
438
Bray Capital Advisors
Florida
$209K
JFA
439
JNBA Financial Advisors
Minnesota
$206K -$20.7K -400 -9%
ANI
440
American National Insurance
Texas
$205K
TWC
441
TD Waterhouse Canada
Ontario, Canada
$204K +$46.9K +908 +30%
V
442
Veritable
Delaware
$204K +$205K +3,970 New
TW
443
TrinityPoint Wealth
Connecticut
$203K -$886K -17,152 -81%
SCA
444
Stillwater Capital Advisors
Pennsylvania
$201K +$202K +3,920 New
GRP
445
Global Retirement Partners
California
$200K +$184K +3,560 New
AWM
446
Avior Wealth Management
Nebraska
$193K
AIC
447
Archer Investment Corporation
Indiana
$193K
LC
448
Lindbrook Capital
California
$167K -$28.4K -550 -14%
JWA
449
JFS Wealth Advisors
Pennsylvania
$163K -$13.8K -268 -8%
Toronto Dominion Bank
450
Toronto Dominion Bank
Ontario, Canada
$149K