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Name Holding Trade Value Shares
Change
Change in
Stake
SGA
201
Sustainable Growth Advisers
Connecticut
$228K +$32.4K +3,896 +17%
WT
202
Whittier Trust
California
$228K -$833 -100 -0.4%
QPWM
203
Quadrant Private Wealth Management
Pennsylvania
$225K -$27.3K -3,275 -11%
VT
204
Vise Technologies
New York
$225K -$38.6K -4,632 -15%
TWC
205
TD Waterhouse Canada
Ontario, Canada
$224K +$16.1K +1,938 +8%
Two Sigma Advisers
206
Two Sigma Advisers
New York
$223K +$223K +26,800 New
BL
207
Balentine LLC
Georgia
$214K -$2.1K -252 -1%
DWM
208
Defined Wealth Management
Oregon
$205K +$400 +48 +0.2%
IWP
209
Icon Wealth Partners
Texas
$201K -$7.02K -843 -3%
CW
210
Cook Wealth
North Carolina
$200K +$75.1K +9,022 +41%
PFO
211
Pathstone Family Office
New Jersey
$199K +$198K +23,804 New
BWM
212
Baron Wealth Management
Michigan
$198K +$93.3K +11,207 +89%
GLR
213
Great Lakes Retirement
Ohio
$194K -$25.8K -3,101 -12%
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$194K +$8.21K +986 +4%
LCWP
215
Legacy Capital Wealth Partners
Arkansas
$194K +$194K +23,288 New
AWS
216
Atria Wealth Solutions
New York
$193K -$59.8K -7,178 -24%
CB
217
Commerce Bank
Missouri
$191K +$51.9K +6,237 +37%
BTI
218
Blue Trust Inc
Georgia
$191K +$62.8K +7,543 +49%
ATC
219
Argent Trust Co
Tennessee
$186K -$16.8K -2,020 -8%
KFGK
220
Keystone Financial Group (Kentucky)
Kentucky
$182K -$6.06K -728 -3%
GRP
221
Global Retirement Partners
California
$178K -$1.92K -231 -1%
MCM
222
MAI Capital Management
Ohio
$177K +$177K +21,226 New
FI
223
Fractal Investments
Connecticut
$176K
BP
224
Ballentine Partners
Massachusetts
$176K -$3.12K -375 -2%
VA
225
Vident Advisory
Georgia
$176K +$176K +21,088 New