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Teladoc Health
TDOC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$20K -$18K -423 -42%
CA
402
Clearstead Advisors
Ohio
$20K +$7.43K +175 +41%
C
403
Covestor
United Kingdom
$19K -$20.8K -489 -45%
AF
404
Allworth Financial
California
$19K -$1.95K -46 -8%
AAP
405
Arax Advisory Partners
Colorado
$18K – – –
OLVIG
406
Oliver Lagore Vanvalin Investment Group
Michigan
$18K +$6.37K +150 +39%
CA
407
CoreCap Advisors
Michigan
$18K +$22.5K +529 New
GEA
408
Glen Eagle Advisors
New Jersey
$17.1K – – –
SWM
409
Selective Wealth Management
Virginia
$17K +$765 +18 +4%
CWM
410
CarsonAllaria Wealth Management
Illinois
$17K +$9.05K +213 +69%
BTI
411
Blue Trust Inc
Georgia
$17K +$10K +236 New
OA
412
Operose Advisors
Wisconsin
$17K +$17K +400 +400%
AIP
413
Ahrens Investment Partners
Louisiana
$16K +$212 +5 +1%
CCM
414
Covington Capital Management
California
$15K +$3.74K +88 +25%
CC
415
Corsicana & Co
Texas
$14K -$60.8K -1,432 -77%
SN
416
Sittner & Nelson
Oregon
$14K – – –
TWA
417
TCI Wealth Advisors
Arizona
$14K +$4.25K +100 +30%
PFBT
418
Parkside Financial Bank & Trust
Missouri
$14K +$11K +259 +167%
TCWM
419
Total Clarity Wealth Management
Illinois
$14K +$18.5K +436 New
SIC
420
Salem Investment Counselors
North Carolina
$13K -$23.4K -550 -59%
CSB
421
City State Bank
Iowa
$13K – – –
CAL
422
Capital Advisors Ltd
Ohio
$13K +$2.17K +51 +16%
EIP
423
Ellis Investment Partners
Pennsylvania
$13K +$5.44K +128 +46%
SSB
424
Sandy Spring Bank
Maryland
$13K +$7.64K +180 +90%
UB
425
UMB Bank
Missouri
$12K -$32.2K -758 -67%
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17
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