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Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$126K – – –
CFG
202
Citizens Financial Group
Rhode Island
$112K -$460 -3 -0.5%
HIIFS
203
Harel Insurance Investments & Financial Services
Israel
$109K +$38.9K +254 +67%
SQA
204
Simon Quick Advisors
New Jersey
$108K +$97K +633 New
HL
205
Harding Loevner
New Jersey
$92K – – –
Toronto Dominion Bank
206
Toronto Dominion Bank
Ontario, Canada
$92K +$25.7K +168 +46%
PCP
207
Proficio Capital Partners
Massachusetts
$81K +$4.44K +29 +7%
WT
208
Whittier Trust
California
$79K +$6.28K +41 +10%
RFS
209
Rockefeller Financial Services
New York
$78K +$69.9K +456 New
FPFS
210
First Personal Financial Services
North Carolina
$76K +$3.37K +22 +5%
RWA
211
Ropes Wealth Advisors
Massachusetts
$75K -$15.6K -102 -19%
FPS
212
Fieldpoint Private Securities
Connecticut
$73K +$30.6K +200 +89%
PA
213
Parallel Advisors
California
$71K -$3.06K -20 -5%
Bessemer Group
214
Bessemer Group
New Jersey
$70K +$10.7K +70 +21%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$66K +$57.9K +378 +7,560%
DSC
216
Duncker Streett & Co
Missouri
$64K +$38.3K +250 +203%
SIAS
217
Shine Investment Advisory Services
Colorado
$58K +$9.5K +62 +23%
TI
218
Turner Investments
Pennsylvania
$56K – – –
BONST
219
Bank of Nova Scotia Trust
Ontario, Canada
$56K +$49.8K +325 New
BWP
220
Baldwin Wealth Partners
Massachusetts
$51K +$46K +300 New
TCM
221
Tanaka Capital Management
New York
$49K – – –
WPA
222
West Paces Advisors
Georgia
$42.8K – – –
ASN
223
Advisory Services Network
Georgia
$37K – – –
EFSCE
224
Enterprise Financial Services Corp (EFSC)
Missouri
$33K – – –
EA
225
Edge Advisors
Georgia
$29K +$26.8K +175 New