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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
251
Wipfli Financial Advisors
Wisconsin
$40K +$42.6K +1,393 New
Bessemer Group
252
Bessemer Group
New Jersey
$39K -$3.06K -100 -7%
TFS
253
TrustCore Financial Services
Tennessee
$36K – – –
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$33K +$3K +98 +9%
S
255
SignatureFD
Georgia
$33K +$12K +394 +53%
SPIA
256
Steward Partners Investment Advisory
New York
$32K +$92 +3 +0.3%
CI Investments Inc
257
CI Investments Inc
Ontario, Canada
$31K -$611 -20 -2%
BONH
258
Bank of New Hampshire
New Hampshire
$29K – – –
BAM
259
Byrne Asset Management
New Jersey
$27K +$29K +950 New
FHA
260
First Horizon Advisors
Tennessee
$26K – – –
BLC
261
Brown, Lisle/Cummings
Rhode Island
$21.6K – – –
LC
262
Lindbrook Capital
California
$20K +$13.7K +449 +191%
HFM
263
Harvest Fund Management
China
$18K +$19.1K +625 New
HR
264
Howe & Rusling
New York
$17K – – –
PFSC
265
Peoples Financial Services Corp
Pennsylvania
$17K – – –
PG
266
Proffitt & Goodson
Tennessee
$17K – – –
LWCFA
267
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K – – –
SSB
268
Sandy Spring Bank
Maryland
$15K +$61 +2 +0.4%
APA
269
American Portfolios Advisors
New York
$14.9K – – –
CYG
270
Clean Yield Group
Vermont
$12K +$1.22K +40 +11%
EI
271
Ellevest Inc
New York
$11K +$11.9K +388 New
Nomura Asset Management
272
Nomura Asset Management
Japan
$10.9K – – –
GWS
273
Glassman Wealth Services
Virginia
$9K +$3.91K +128 +75%
BBHC
274
Brown Brothers Harriman & Co
New York
$8K +$8.5K +278 New
CA
275
Clearstead Advisors
Ohio
$7K -$3.06K -100 -29%