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Teladoc Health

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$570K -$33.3K -190 -6%
GIA
402
Gladstone Institutional Advisory
Florida
$565K +$33.3K +190 +7%
OCM
403
Ovata Capital Management
Hong Kong
$560K +$514K +2,932 New
BRWM
404
B. Riley Wealth Management
Tennessee
$556K +$511K +2,914 New
Bank of Nova Scotia
405
Bank of Nova Scotia
Ontario, Canada
$551K +$506K +2,887 New
BWP
406
Baldwin Wealth Partners
Massachusetts
$538K +$14K +80 +3%
CANY
407
Caxton Associates (New York)
New York
$535K -$3.11M -17,772 -86%
BWM
408
BT Wealth Management
Georgia
$534K
QSS
409
Quantitative Systematic Strategies
Florida
$534K +$228K +1,300 +87%
ISWM
410
Independent Solutions Wealth Management
New York
$530K -$16.6K -95 -3%
FANJ
411
Financial Architects (New Jersey)
New Jersey
$529K +$226K +1,287 +87%
CIBC Asset Management
412
CIBC Asset Management
Ontario, Canada
$526K
VAS
413
Vestmark Advisory Solutions
Massachusetts
$521K +$55.4K +316 +13%
NJBEST
414
New Jersey Better Educational Savings Trust
New Jersey
$515K
PFS
415
Prospera Financial Services
Texas
$505K -$1.69M -9,628 -78%
JIM
416
Jupiter Investment Management
United Kingdom
$497K +$457K +2,607 New
BFEC
417
Benjamin F. Edwards & Company
Missouri
$496K -$358K -2,042 -44%
TFS
418
TrustCore Financial Services
Tennessee
$484K +$251K +1,434 +130%
TC
419
Telemus Capital
Michigan
$482K +$369K +2,103 New
HMS
420
Hanseatic Management Services
New Mexico
$479K -$140K -798 -24%
S
421
SignatureFD
Georgia
$479K -$23.8K -136 -5%
BIM
422
Bogle Investment Management
Massachusetts
$475K +$436K +2,489 New
DADC
423
D.A. Davidson & Co
Montana
$472K -$370K -2,109 -46%
KWM
424
Kingsview Wealth Management
Oregon
$472K -$15.2K -87 -3%
HCA
425
Harbour Capital Advisors
Virginia
$470K +$52.9K +302 +14%