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Toro Company

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
526
Westside Investment Management
California
$866 +$813 +11 New
GWM
527
Geneos Wealth Management
Colorado
$789 – – –
BHWM
528
Bay Harbor Wealth Management
Maryland
$789 +$370 +5 +100%
CH
529
Cromwell Holdings
Wyoming
$712 – – –
OC
530
Optima Capital
Oregon
$554 +$517 +7 New
S
531
Sachetta
Massachusetts
$552 -$2.14K -29 -81%
ACA
532
American Capital Advisory
Idaho
$473 – – –
HIA
533
HFM Investment Advisors
New Jersey
$473 – – –
QWM
534
Quaker Wealth Management
New Jersey
$237 – – –
PTC
535
Private Trust Company
Ohio
$236 – – –
DF
536
Dunhill Financial
United Kingdom
$173 +$148 +2 New
LWMI
537
Legacy Wealth Management (Idaho)
Idaho
$169 – – –
SWM
538
SHP Wealth Management
Massachusetts
$163 +$148 +2 New
SA
539
Strategic Advocates
Utah
$159 – – –
RCM
540
Raleigh Capital Management
North Carolina
$59 – – –
ACH
541
ArrowMark Colorado Holdings
Colorado
– -$18.6M -243,941 Closed
HF
542
HRT Financial
New York
– -$5.77M -75,682 Closed
YIH
543
Y-Intercept (HK)
Hong Kong
– -$2.13M -27,981 Closed
ANTB
544
AMG National Trust Bank
Colorado
– -$1.51M -19,853 Closed
AWA
545
Aaron Wealth Advisors
Illinois
– -$1.45M -19,044 Closed
BJL
546
Brighton Jones LLC
Washington
– -$1.31M -17,180 Closed
KPPF
547
Klein Pavlis & Peasley Financial
California
– -$867K -11,380 Closed
ANBT
548
American National Bank & Trust
Texas
– -$850K -11,151 Closed
GWMR
549
GC Wealth Management RIA
Massachusetts
– -$751K -9,855 Closed
GCM
550
Graham Capital Management
Connecticut
– -$713K -9,356 Closed