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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
CenterStar Asset Management
Illinois
$109K – – –
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$108K +$15.2K +86 +16%
FGC
228
Financial Gravity Companies
Texas
$100K +$87.2K +494 New
CFG
229
Citizens Financial Group
Rhode Island
$94K -$20.8K -118 -18%
HL
230
Harding Loevner
New Jersey
$94K – – –
EWM
231
Endurance Wealth Management
Rhode Island
$87K -$106K -600 -55%
PCP
232
Proficio Capital Partners
Massachusetts
$85K +$3K +17 +4%
RFS
233
Rockefeller Financial Services
New York
$79K – – –
WT
234
Whittier Trust
California
$78K -$2.47K -14 -3%
APA
235
American Portfolios Advisors
New York
$75.3K +$76.4K +433 New
FPS
236
Fieldpoint Private Securities
Connecticut
$74K – – –
Bessemer Group
237
Bessemer Group
New Jersey
$71K – – –
PA
238
Parallel Advisors
California
$69K – – –
FPFS
239
First Personal Financial Services
North Carolina
$68K -$9.35K -53 -12%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$67K – – –
DSC
241
Duncker Streett & Co
Missouri
$65K – – –
RWA
242
Ropes Wealth Advisors
Massachusetts
$64K -$12K -68 -15%
II
243
Inspire Investing
Idaho
$58K +$59.3K +336 New
RPC
244
Rossmore Private Capital
Connecticut
$57.9K +$58.8K +333 New
SIAS
245
Shine Investment Advisory Services
Colorado
$56K -$1.94K -11 -3%
BWP
246
Baldwin Wealth Partners
Massachusetts
$52K – – –
TI
247
Turner Investments
Pennsylvania
$50K -$7.06K -40 -12%
TCM
248
Tanaka Capital Management
New York
$49K – – –
CHP
249
Cable Hill Partners
Oregon
$49K +$21K +119 +78%
WPA
250
West Paces Advisors
Georgia
$43.5K – – –