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Name Holding Trade Value Shares
Change
Change in
Stake
Bartlett & Co Wealth Management
451
Bartlett & Co Wealth Management
Ohio
$92.6K – – –
PFGIA
452
Patriot Financial Group Insurance Agency
Massachusetts
$92K +$4.76K +98 +6%
Brown Brothers Harriman & Co
453
Brown Brothers Harriman & Co
New York
$92K +$56.4K +1,161 +181%
SFSIG
454
San Francisco Sentry Investment Group
California
$88K – – –
Cullen/Frost Bankers
455
Cullen/Frost Bankers
Texas
$88K +$42.8K +881 +104%
EFSCE
456
Enterprise Financial Services Corp (EFSC)
Missouri
$87K -$1.17K -24 -1%
Covington Capital Management
457
Covington Capital Management
California
$86K – – –
RDWM
458
Red Door Wealth Management
Tennessee
$84K – – –
GFPC
459
Global Financial Private Capital
Florida
$78K +$1.55K +32 +2%
Edmond de Rothschild Holding
460
Edmond de Rothschild Holding
Switzerland
$77K – – –
CWM
461
Campbell Wealth Management
Virginia
$77K +$72.8K +1,499 New
Smithfield Trust
462
Smithfield Trust
Pennsylvania
$76K – – –
SWM
463
Sugarloaf Wealth Management
Georgia
$75K – – –
SIM
464
Sonora Investment Management
Arizona
$74K +$21.7K +447 +45%
BG
465
Bollard Group
Massachusetts
$74K +$70.2K +1,445 New
MAM
466
Meeder Asset Management
Ohio
$71K +$9.72K +200 +17%
LWM
467
Liberty Wealth Management
California
$70K – – –
ZB
468
Zions Bancorporation
Utah
$69K +$486 +10 +0.8%
KLWA
469
Kelly Lawrence W & Associates
California
$65K – – –
AIM
470
Anchor Investment Management
South Carolina
$64.1K – – –
Quantbot Technologies
471
Quantbot Technologies
New York
$62K +$35.3K +727 +145%
BFIM
472
Beese Fulmer Investment Management
Ohio
$58K +$55.2K +1,135 New
Allworth Financial
473
Allworth Financial
California
$56K +$29.8K +614 +128%
Toronto Dominion Bank
474
Toronto Dominion Bank
Ontario, Canada
$54K +$51.5K +1,060 New
Tower Research Capital (TRC)
475
Tower Research Capital (TRC)
New York
$53K +$49.6K +1,020 +6,000%