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Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1101
Moody National Bank Trust Division
Texas
$899K +$938K +4,280 New
PSC
1102
Prentiss Smith & Co
Vermont
$898K -$52.4K -239 -5%
PFSC
1103
Peoples Financial Services Corp
Pennsylvania
$897K -$24.5K -112 -3%
BWP
1104
BSW Wealth Partners
Colorado
$896K +$43.8K +200 +5%
RBFC
1105
Roman Butler Fullerton & Co
Missouri
$890K
PMFA
1106
Plante Moran Financial Advisors
Michigan
$890K +$219 +1 +0%
FMAEN1
1107
Fund Management at Engine No 1
California
$886K +$145K +662 +19%
YWP
1108
YorkBridge Wealth Partners
New York
$885K -$6.57K -30 -0.7%
CP
1109
CenterBook Partners
Connecticut
$881K +$919K +4,193 New
RAM
1110
Roanoke Asset Management
New Jersey
$878K
MIC
1111
Meridian Investment Counsel
California
$877K -$92K -420 -9%
WQ
1112
Wealth Quarterback
New Jersey
$874K +$911K +4,159 New
HCA
1113
Harbour Capital Advisors
Virginia
$873K
BCM
1114
Bluefin Capital Management
New York
$870K +$548K +2,500 +156%
Verition Fund Management
1115
Verition Fund Management
Connecticut
$869K -$186K -849 -17%
RWM
1116
Ritholtz Wealth Management
New York
$868K +$159K +724 +21%
CCM
1117
Chilton Capital Management
Texas
$867K
HIA
1118
Harbor Investment Advisory
Maryland
$866K -$17.5K -80 -2%
MOS
1119
MGO One Seven
Ohio
$866K +$11K +50 +1%
FL
1120
Fort LP
Maryland
$865K -$588K -2,681 -39%
WA
1121
WBH Advisory
Maryland
$860K -$6.14K -28 -0.7%
PFG
1122
PAX Financial Group
Texas
$850K +$29.6K +135 +3%
TC
1123
Telemus Capital
Michigan
$849K
BMO
1124
Beck Mack & Oliver
New York
$846K +$2.63K +12 +0.3%
BFPW
1125
BOK Financial Private Wealth
Colorado
$844K -$365K -1,666 -29%