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Name Holding Trade Value Shares
Change
Change in
Stake
NP
976
NorthRock Partners
Minnesota
$4.31M +$913K +1,664 +25%
JSSH
977
J. Safra Sarasin Holding
$4.31M -$8.23M -15,004 -64%
BTI
978
Blue Trust Inc
Georgia
$4.31M +$980K +1,786 +30%
PWW
979
Pettyjohn Wood & White
Virginia
$4.29M +$112K +204 +3%
IA
980
Icon Advisers
Colorado
$4.29M
AI
981
AXS Investments
New York
$4.26M -$1.14M -2,085 -20%
FHA
982
Flagship Harbor Advisors
Massachusetts
$4.26M +$8.78K +16 +0.2%
DSC
983
Duncker Streett & Co
Missouri
$4.25M -$274K -500 -6%
WT
984
Whittier Trust
California
$4.24M -$1.19M -2,164 -21%
PCIG
985
Partners Capital Investment Group
Massachusetts
$4.24M +$4.49M +8,181 New
SFA
986
Sequoia Financial Advisors
Ohio
$4.22M +$359K +654 +9%
ZB
987
Zions Bancorporation
Utah
$4.22M +$219K +399 +5%
SAI
988
Systematic Alpha Investments
New Jersey
$4.2M
CPA
989
Capital Planning Advisors
California
$4.2M +$12.1K +22 +0.3%
BFG
990
Bleakley Financial Group
New Jersey
$4.19M +$177K +323 +4%
TC
991
Trium Capital
United Kingdom
$4.18M -$295K -537 -6%
MWM
992
Mission Wealth Management
California
$4.18M -$2.03M -3,708 -31%
VF
993
Virtu Financial
New York
$4.17M +$4.41M +8,048 New
FCMT
994
Founders Capital Management (Texas)
Texas
$4.16M +$1.82M +3,312 +70%
DWT
995
Dorsey & Whitney Trust
South Dakota
$4.15M +$493K +899 +13%
FAM
996
Formidable Asset Management
Ohio
$4.15M +$1.11M +2,024 +34%
SC
997
Savant Capital
Illinois
$4.14M +$558K +1,017 +15%
PIMJS
998
PKO Investment Management Joint-Stock
Poland
$4.14M +$1.1M +2,000 +33%
FMWA
999
Forvis Mazars Wealth Advisors
Missouri
$4.12M +$339K +619 +8%
BP
1000
Ballentine Partners
Massachusetts
$4.1M +$370K +675 +9%