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Burlington

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
376
Bank of Nova Scotia
Ontario, Canada
$225K +$216K +769 New
CNC
377
Canandaigua National Corp
New York
$224K -$3.37K -12 -2%
Rockefeller Capital Management
378
Rockefeller Capital Management
New York
$220K +$562 +2 +0.3%
Vontobel Holding
379
Vontobel Holding
Switzerland
$219K -$85.5K -304 -29%
FF
380
FourThought Financial
Florida
$218K -$14.1K -50 -6%
PAG
381
Private Advisor Group
New Jersey
$215K -$545K -1,939 -72%
DILIC
382
Dai-ichi Life Insurance Company
Japan
$213K
QC
383
QCM Cayman
Texas
$213K +$205K +730 New
LNWWM
384
Laird Norton Wetherby Wealth Management
California
$212K +$204K +727 New
MWM
385
Modera Wealth Management
New Jersey
$209K +$201K +716 New
Fuller & Thaler Asset Management
386
Fuller & Thaler Asset Management
California
$208K -$28.1K -100 -12%
Axa
387
Axa
France
$208K -$18.8K -67 -9%
WA
388
Wealth Alliance
New York
$207K -$18K -64 -8%
DWA
389
Douglass Winthrop Advisors
New York
$204K +$197K +700 New
AT
390
American Trust
Kentucky
$201K +$194K +691 New
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$192K +$6.75K +24 +4%
SWM
392
Spire Wealth Management
Virginia
$189K +$39.6K +141 +28%
FHA
393
First Horizon Advisors
Tennessee
$164K +$20.2K +72 +15%
S
394
SignatureFD
Georgia
$159K +$21.1K +75 +16%
PA
395
Parallel Advisors
California
$151K +$46.4K +165 +47%
EI
396
Ellevest Inc
New York
$147K -$47.2K -168 -25%
LWCFA
397
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K
PI
398
PEAK6 Investments
Illinois
$136K -$24.5K -87 -16%
Loomis, Sayles & Company
399
Loomis, Sayles & Company
Massachusetts
$124K
PCG
400
Private Capital Group
Connecticut
$113K