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Name Holding Trade Value Shares
Change
Change in
Stake
TWC
201
TD Waterhouse Canada
Ontario, Canada
$11.9K
AAG
202
Armstrong Advisory Group
Massachusetts
$10.6K
PA
203
Parallel Advisors
California
$10K +$331 +5 +3%
US Bancorp
204
US Bancorp
Minnesota
$9.6K +$1.92K +29 +22%
LFA
205
LGT Financial Advisors
Texas
$9.01K +$10.1K +153 New
LSA
206
Leonteq Securities AG
Switzerland
$8.83K +$9.94K +150 New
PVH
207
Psagot Value Holdings
Israel
$7K +$7.56K +114 New
QCG
208
Quadrant Capital Group
Ohio
$6.95K
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$6.13K +$663 +10 +11%
PTC
210
Private Trust Company
Ohio
$3.89K
BSB
211
Bangor Savings Bank
Maine
$2.94K
SPIA
212
Steward Partners Investment Advisory
New York
$2.94K +$3.31K +50 New
S
213
SignatureFD
Georgia
$2.77K +$464 +7 +18%
TFA
214
Toth Financial Advisory
Virginia
$1.47K +$1.66K +25 New
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$1.44K
N
216
Natixis
France
$1.12K -$1.26K -19 -50%
GRP
217
Global Retirement Partners
California
$627
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$589
AF
219
Allworth Financial
California
$354 +$398 +6 New
JWA
220
JFS Wealth Advisors
Pennsylvania
$354 +$398 +6 New
IFAM
221
Institutional & Family Asset Management
Colorado
$294 +$331 +5 New
AF
222
Advisornet Financial
Minnesota
$118 +$133 +2 New
SIC
223
SJS Investment Consulting
Ohio
$118 +$133 +2 New
Toronto Dominion Bank
224
Toronto Dominion Bank
Ontario, Canada
$59
Jacobs Levy Equity Management
225
Jacobs Levy Equity Management
New Jersey
-$8.18M -151,524 Closed