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Name Holding Trade Value Shares
Change
Change in
Stake
FGC
226
Financial Gravity Companies
Texas
$100K +$87.2K +494 New
CFG
227
Citizens Financial Group
Rhode Island
$94K -$20.8K -118 -18%
HL
228
Harding Loevner
New Jersey
$94K
EWM
229
Endurance Wealth Management
Rhode Island
$87K -$106K -600 -55%
PCP
230
Proficio Capital Partners
Massachusetts
$85K +$3K +17 +4%
RFS
231
Rockefeller Financial Services
New York
$79K
WT
232
Whittier Trust
California
$78K -$2.47K -14 -3%
APA
233
American Portfolios Advisors
New York
$75.3K +$76.4K +433 New
FPS
234
Fieldpoint Private Securities
Connecticut
$74K
Bessemer Group
235
Bessemer Group
New Jersey
$71K
PA
236
Parallel Advisors
California
$69K
FPFS
237
First Personal Financial Services
North Carolina
$68K -$9.35K -53 -12%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$67K
DSC
239
Duncker Streett & Co
Missouri
$65K
RWA
240
Ropes Wealth Advisors
Massachusetts
$64K -$12K -68 -15%
II
241
Inspire Investing
Idaho
$58K +$59.3K +336 New
RPC
242
Rossmore Private Capital
Connecticut
$57.9K +$58.8K +333 New
SIAS
243
Shine Investment Advisory Services
Colorado
$56K -$1.94K -11 -3%
BWP
244
Baldwin Wealth Partners
Massachusetts
$52K
TI
245
Turner Investments
Pennsylvania
$50K -$7.06K -40 -12%
TCM
246
Tanaka Capital Management
New York
$49K
CHP
247
Cable Hill Partners
Oregon
$49K +$21K +119 +78%
WPA
248
West Paces Advisors
Georgia
$43.5K
ASN
249
Advisory Services Network
Georgia
$39K +$1.94K +11 +5%
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5K +$37K +210 New