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Name Holding Trade Value Shares
Change
Change in
Stake
EI
326
Ellevest Inc
New York
$307K -$98.2K -6,130 -20%
CAN
327
Cetera Advisor Networks
California
$306K -$19K -1,185 -5%
DFA
328
Delta Financial Advisors
Louisiana
$306K – – –
BPA
329
Beacon Pointe Advisors
California
$305K +$7.77K +485 +2%
CFGS
330
Concourse Financial Group Securities
Alabama
$305K +$28.6K +1,785 +8%
Toronto Dominion Bank
331
Toronto Dominion Bank
Ontario, Canada
$302K – – –
DAS
332
Dynamic Advisor Solutions
Arizona
$298K +$3.44K +215 +0.9%
ACA
333
Atlas Capital Advisors
Wyoming
$297K – – –
BCM
334
Bayesian Capital Management
New York
$296K +$11.9K +740 +3%
IA
335
IFP Advisors
Florida
$295K +$14.3K +895 +5%
ECM
336
Evergreen Capital Management
Washington
$289K -$88.9K -5,550 -20%
RJT
337
Raymond James Trust
Florida
$289K +$61.1K +3,815 +20%
CI
338
Clal Insurance
Israel
$288K – – –
RCA
339
Resonant Capital Advisors
Wisconsin
$286K – – –
FPCP
340
Fort Point Capital Partners
California
$285K +$9.61K +600 +3%
LSA
341
Leonteq Securities AG
Switzerland
$282K -$105K -6,550 -23%
LCOV
342
London Company of Virginia
Virginia
$282K – – –
AAS
343
Avantax Advisory Services
Texas
$281K -$21.2K -1,320 -6%
FWIA
344
Fort Washington Investment Advisors
Ohio
$280K – – –
KP
345
Keel Point
Alabama
$278K -$15.1K -945 -4%
GT
346
Glenmede Trust
Pennsylvania
$276K -$19.1K -1,190 -5%
WSTAM
347
Wilbanks Smith & Thomas Asset Management
Virginia
$274K +$32K +2,000 +10%
MPPW
348
Mitchell & Pahl Private Wealth
Oklahoma
$274K +$54K +3,370 +19%
WCM
349
Weik Capital Management
Pennsylvania
$262K -$18.8K -1,175 -5%
DI
350
DFPG Investments
Utah
$253K +$312K +19,445 New