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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
326
Beacon Pointe Advisors
California
$305K +$7.77K +485 +2%
CFGS
327
Concourse Financial Group Securities
Alabama
$305K +$28.6K +1,785 +8%
Toronto Dominion Bank
328
Toronto Dominion Bank
Ontario, Canada
$302K
DAS
329
Dynamic Advisor Solutions
Arizona
$298K +$3.44K +215 +0.9%
ACA
330
Atlas Capital Advisors
Wyoming
$297K
BCM
331
Bayesian Capital Management
New York
$296K +$11.9K +740 +3%
IA
332
IFP Advisors
Florida
$295K +$14.3K +895 +5%
ECM
333
Evergreen Capital Management
Washington
$289K -$88.9K -5,550 -20%
RJT
334
Raymond James Trust
Florida
$289K +$61.1K +3,815 +20%
CI
335
Clal Insurance
Israel
$288K
RCA
336
Resonant Capital Advisors
Wisconsin
$286K
FPCP
337
Fort Point Capital Partners
California
$285K +$9.61K +600 +3%
LSA
338
Leonteq Securities AG
Switzerland
$282K -$105K -6,550 -23%
LCOV
339
London Company of Virginia
Virginia
$282K
AAS
340
Avantax Advisory Services
Texas
$281K -$21.2K -1,320 -6%
FWIA
341
Fort Washington Investment Advisors
Ohio
$280K
KP
342
Keel Point
Alabama
$278K -$15.1K -945 -4%
GT
343
Glenmede Trust
Pennsylvania
$276K -$19.1K -1,190 -5%
WSTAM
344
Wilbanks Smith & Thomas Asset Management
Virginia
$274K +$32K +2,000 +10%
MPPW
345
Mitchell & Pahl Private Wealth
Oklahoma
$274K +$54K +3,370 +19%
WCM
346
Weik Capital Management
Pennsylvania
$262K -$18.8K -1,175 -5%
DI
347
DFPG Investments
Utah
$253K +$312K +19,445 New
SI
348
Stephens Inc
Arkansas
$249K +$24.7K +1,540 +9%
SC
349
Searle & Co
Connecticut
$248K -$32K -2,000 -9%
PCA
350
Pallas Capital Advisors
Massachusetts
$244K +$19.1K +1,195 +8%