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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$56K +$21.3K +619 +60%
IA
202
IFP Advisors
Florida
$53K +$8.45K +245 +31%
WT
203
Whittier Trust
California
$52K
PCG
204
Private Capital Group
Connecticut
$51K +$3.07K +89 +6%
Toronto Dominion Bank
205
Toronto Dominion Bank
Ontario, Canada
$49K
HWA
206
HHM Wealth Advisors
Tennessee
$48K
BWL
207
Bogart Wealth LLC
Virginia
$48K +$15.1K +437 +45%
BWM
208
BerganKDV Wealth Management
Minnesota
$41K
PFGIA
209
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$8.52K +247 +27%
CBT
210
CoreFirst Bank & Trust
Kansas
$38K
JWA
211
JFS Wealth Advisors
Pennsylvania
$36K +$28.3K +821 +352%
AA
212
Ancora Advisors
Ohio
$34K
BCV
213
Banque Cantonale Vaudoise
Switzerland
$34K
SIC
214
Salem Investment Counselors
North Carolina
$34K
ZB
215
Zions Bancorporation
Utah
$34K +$2.1K +61 +7%
TPCW
216
TD Private Client Wealth
New York
$33.8K +$30.5K +884 +842%
EDRH
217
Edmond de Rothschild Holding
Switzerland
$31K
GRP
218
Global Retirement Partners
California
$30K -$1.24K -36 -4%
HDIM
219
Hanson & Doremus Investment Management
Vermont
$28K
EWA
220
EverSource Wealth Advisors
Alabama
$28K +$19.8K +575 +229%
SBL
221
Sargent Bickham Lagudis
Colorado
$26K
SWM
222
Spire Wealth Management
Virginia
$23K -$38.4K -1,115 -62%
ATC
223
Adirondack Trust Company
New York
$21K
ACA
224
Atlas Capital Advisors
Wyoming
$21K
PFS
225
Prospera Financial Services
Texas
$16K +$16K +464 New