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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
201
Citizens Financial Group
Rhode Island
$112K -$460 -3 -0.5%
HIIFS
202
Harel Insurance Investments & Financial Services
Israel
$109K +$38.9K +254 +67%
SQA
203
Simon Quick Advisors
New Jersey
$108K +$97K +633 New
HL
204
Harding Loevner
New Jersey
$92K
Toronto Dominion Bank
205
Toronto Dominion Bank
Ontario, Canada
$92K +$25.7K +168 +46%
PCP
206
Proficio Capital Partners
Massachusetts
$81K +$4.44K +29 +7%
WT
207
Whittier Trust
California
$79K +$6.28K +41 +10%
RFS
208
Rockefeller Financial Services
New York
$78K +$69.9K +456 New
FPFS
209
First Personal Financial Services
North Carolina
$76K +$3.37K +22 +5%
RWA
210
Ropes Wealth Advisors
Massachusetts
$75K -$15.6K -102 -19%
FPS
211
Fieldpoint Private Securities
Connecticut
$73K +$30.6K +200 +89%
PA
212
Parallel Advisors
California
$71K -$3.06K -20 -5%
Bessemer Group
213
Bessemer Group
New Jersey
$70K +$10.7K +70 +21%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$66K +$57.9K +378 +7,560%
DSC
215
Duncker Streett & Co
Missouri
$64K +$38.3K +250 +203%
SIAS
216
Shine Investment Advisory Services
Colorado
$58K +$9.5K +62 +23%
TI
217
Turner Investments
Pennsylvania
$56K
BONST
218
Bank of Nova Scotia Trust
Ontario, Canada
$56K +$49.8K +325 New
BWP
219
Baldwin Wealth Partners
Massachusetts
$51K +$46K +300 New
TCM
220
Tanaka Capital Management
New York
$49K
WPA
221
West Paces Advisors
Georgia
$42.8K
ASN
222
Advisory Services Network
Georgia
$37K
EFSCE
223
Enterprise Financial Services Corp (EFSC)
Missouri
$33K
EA
224
Edge Advisors
Georgia
$29K +$26.8K +175 New
LIA
225
LS Investment Advisors
Michigan
$28K