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Name Holding Trade Value Shares
Change
Change in
Stake
FG
926
Fiduciary Group
Georgia
$30.8M -$344K -3,151 -1%
SFO
927
Stokes Family Office
Louisiana
$30.7M -$1.44M -13,167 -5%
TAIM
928
Te Ahumairangi Investment Management
New Zealand
$30.7M +$28.9M +264,848 New
BCAM
929
Boston Common Asset Management
Massachusetts
$30.6M -$1.1M -10,109 -4%
EWM
930
Endurance Wealth Management
Rhode Island
$30.6M +$55.2K +506 +0.2%
JIP
931
Jaffetilchin Investment Partners
Florida
$30.6M +$1.17M +10,679 +4%
KFGK
932
Keystone Financial Group (Kentucky)
Kentucky
$30.6M -$1.8M -16,485 -6%
GIP
933
Granite Investment Partners
California
$30.6M -$1.54M -14,089 -5%
BOH
934
Bank of Hawaii
Hawaii
$30.5M -$1.41M -12,926 -5%
EWM
935
Empirical Wealth Management
Washington
$30.4M -$5.73M -52,475 -17%
Wealth Enhancement Advisory Services
936
Wealth Enhancement Advisory Services
Minnesota
$30.4M +$4.61M +42,244 +21%
NB
937
NBT Bank
New York
$30.3M -$1.97M -18,081 -6%
EWM
938
Edge Wealth Management
New York
$30.3M -$5.71M -52,337 -17%
ECM
939
Estabrook Capital Management
New York
$30.3M -$1.21M -11,126 -4%
FHC
940
First Horizon Corporation
Tennessee
$30.3M +$28.5M +261,326 New
FMBTD
941
First Midwest Bank Trust Division
Illinois
$30.3M -$1.65M -15,109 -5%
IWC
942
Integrated Wealth Concepts
Massachusetts
$30.3M +$2.09M +19,165 +8%
GWS
943
Glassman Wealth Services
Virginia
$30.2M -$989K -9,064 -3%
CM
944
Churchill Management
California
$30.2M -$2.72M -24,927 -9%
NAM
945
North American Management
Massachusetts
$30.2M -$4.94M -45,236 -15%
ST
946
Smithfield Trust
Pennsylvania
$30.2M +$1.63M +14,959 +6%
TF
947
Tompkins Financial
New York
$30.1M -$402K -3,688 -1%
NPF
948
Norris Perne & French
Michigan
$30M -$7.47M -68,459 -21%
AMCA
949
Arthur M. Cohen & Associates
Illinois
$29.9M +$94.8K +869 +0.3%
BP
950
BFAM Partners
Hong Kong
$29.8M +$28.1M +257,188 New