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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1751
RKL Wealth Management
Pennsylvania
$17.3M -$950K -6,010 -6%
FIB
1752
First Interstate Bank
Montana
$17.3M +$61.6K +390 +0.4%
FWM
1753
Focused Wealth Management
New York
$17.3M -$46.5K -294 -0.3%
PCTC
1754
Perkins Coie Trust Company
Washington
$17.2M +$140K +888 +0.9%
VC
1755
Vicus Capital
Pennsylvania
$17.1M +$15.4M +97,600 New
Verition Fund Management
1756
Verition Fund Management
Connecticut
$17.1M +$11.2M +70,599 +275%
OWP
1757
Obermeyer Wealth Partners
Colorado
$17.1M -$354K -2,240 -2%
CFMC
1758
Curbstone Financial Management Corp
New Hampshire
$17M -$862K -5,455 -5%
MFA
1759
Mayflower Financial Advisors
Massachusetts
$17M +$807K +5,106 +5%
AM
1760
Atwater Malick
Pennsylvania
$16.9M -$598K -3,785 -4%
SLT
1761
St Louis Trust
Missouri
$16.9M +$10.6M +67,093 +239%
IFA
1762
Index Fund Advisors
California
$16.8M +$15M +94,726 New
BONST
1763
Bank of Nova Scotia Trust
Ontario, Canada
$16.8M -$611K -3,869 -4%
DI
1764
Diligent Investors
California
$16.8M +$1.55M +9,836 +12%
FHC
1765
First Heartland Consultants
Missouri
$16.7M +$325K +2,059 +2%
FPB
1766
First PREMIER Bank
South Dakota
$16.7M -$161K -1,016 -1%
SAM
1767
Smithbridge Asset Management
Pennsylvania
$16.7M -$326K -2,065 -2%
TLCM
1768
Twin Lakes Capital Management
California
$16.7M +$12.3K +78 +0.1%
CFD
1769
Creative Financial Designs
Indiana
$16.7M +$1.06M +6,699 +8%
RDWM
1770
Red Door Wealth Management
Tennessee
$16.7M +$830K +5,250 +6%
MAP
1771
Managed Asset Portfolios
Michigan
$16.7M +$66.8K +423 +0.5%
NCGI
1772
Next Century Growth Investors
Minnesota
$16.6M +$1.64M +10,353 +12%
AWM
1773
Aries Wealth Management
Maine
$16.6M -$432K -2,732 -3%
MCCP
1774
Mission Creek Capital Partners
California
$16.6M -$594K -3,756 -4%
MSS
1775
Mitchell Sinkler & Starr
Pennsylvania
$16.6M +$9.32M +58,966 +170%