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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
601
Stewart & Patten Company
California
$639K -$28.8K -528 -4%
BCM
602
Brookstone Capital Management
Illinois
$637K +$351K +6,432 +115%
PWLP
603
Prio Wealth Limited Partnership
Massachusetts
$632K +$51.5K +945 +9%
AUB
604
Atlantic Union Bankshares
Virginia
$631K -$22K -403 -3%
LOAMS
605
Lombard Odier Asset Management (Switzerland)
Switzerland
$621K +$179K +3,279 +40%
VDI
606
Vaughan David Investments
Illinois
$619K -$63.6K -1,166 -9%
ACWM
607
Adams Chetwood Wealth Management
North Carolina
$618K +$11K +201 +2%
TFS
608
TrustCore Financial Services
Tennessee
$618K +$77.5K +1,421 +14%
SAM
609
Smithbridge Asset Management
Pennsylvania
$617K
FHB
610
First Hawaiian Bank
Hawaii
$611K -$66.4K -1,217 -10%
JIC
611
Joel Isaacson & Co
New York
$609K
FCI
612
Financial Counselors Inc
Kansas
$605K -$40.6K -744 -6%
FPWM
613
FSB Premier Wealth Management
Iowa
$605K -$13.6K -250 -2%
DP
614
Dearborn Partners
Illinois
$604K +$128K +2,341 +26%
ACM
615
Argyle Capital Management
Pennsylvania
$602K
OBGC
616
O'Brien Greene & Co
Pennsylvania
$594K -$352K -6,450 -37%
FP
617
Factorial Partners
New York
$590K +$218K +4,000 +57%
VI
618
Vestcor Inc
New Brunswick, Canada
$589K -$2.33M -42,742 -80%
BFA
619
Bragg Financial Advisors
North Carolina
$589K +$21.8K +400 +4%
VCM
620
Virtue Capital Management
Tennessee
$588K +$121K +2,210 +25%
Vontobel Holding
621
Vontobel Holding
Switzerland
$585K +$187K +3,425 +46%
CFD
622
Creative Financial Designs
Indiana
$574K +$15.5K +284 +3%
DLHL
623
Donald L. Hagan LLC
Florida
$572K +$63.5K +1,164 +12%
ZIC
624
ZWJ Investment Counsel
Georgia
$570K -$238K -4,362 -29%
RT
625
Rockland Trust
Massachusetts
$566K -$63.9K -1,172 -10%