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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
376
Proficio Capital Partners
Massachusetts
$225K -$562 -2 -0.3%
Bank of Nova Scotia
377
Bank of Nova Scotia
Ontario, Canada
$225K +$216K +769 New
CNC
378
Canandaigua National Corp
New York
$224K -$3.37K -12 -2%
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$220K +$562 +2 +0.3%
Vontobel Holding
380
Vontobel Holding
Switzerland
$219K -$85.5K -304 -29%
FF
381
FourThought Financial
Florida
$218K -$14.1K -50 -6%
PAG
382
Private Advisor Group
New Jersey
$215K -$545K -1,939 -72%
DILIC
383
Dai-ichi Life Insurance Company
Japan
$213K – – –
QC
384
QCM Cayman
Texas
$213K +$205K +730 New
LNWWM
385
Laird Norton Wetherby Wealth Management
California
$212K +$204K +727 New
MWM
386
Modera Wealth Management
New Jersey
$209K +$201K +716 New
Fuller & Thaler Asset Management
387
Fuller & Thaler Asset Management
California
$208K -$28.1K -100 -12%
Axa
388
Axa
France
$208K -$18.8K -67 -9%
WA
389
Wealth Alliance
New York
$207K -$18K -64 -8%
DWA
390
Douglass Winthrop Advisors
New York
$204K +$197K +700 New
AT
391
American Trust
Kentucky
$201K +$194K +691 New
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$192K +$6.75K +24 +4%
SWM
393
Spire Wealth Management
Virginia
$189K +$39.6K +141 +28%
FHA
394
First Horizon Advisors
Tennessee
$164K +$20.2K +72 +15%
S
395
SignatureFD
Georgia
$159K +$21.1K +75 +16%
PA
396
Parallel Advisors
California
$151K +$46.4K +165 +47%
EI
397
Ellevest Inc
New York
$147K -$47.2K -168 -25%
LWCFA
398
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K – – –
PI
399
PEAK6 Investments
Illinois
$136K -$24.5K -87 -16%
Loomis, Sayles & Company
400
Loomis, Sayles & Company
Massachusetts
$124K – – –