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Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
651
Mariner
Kansas
$233K +$61 +2 +0%
PFPT
652
Pinnacle Financial Partners (Tennessee)
Tennessee
$232K
PPSG
653
Princeton Portfolio Strategies Group
New Jersey
$232K
FTIOP
654
Fiduciary Trust International of Pennsylvania
Pennsylvania
$232K +$221K +7,260 New
TT
655
Tiedemann Trust
Delaware
$231K
CDH
656
Charles D. Hyman
$229K
VAM
657
Verity Asset Management
North Carolina
$229K +$218K +7,160 New
UR
658
USCA RIA
Texas
$226K +$215K +7,060 New
DWA
659
Douglass Winthrop Advisors
New York
$224K +$214K +7,000 New
IB
660
Intrust Bank
Kansas
$221K -$19.5K -640 -8%
GC
661
Grimes & Company
Massachusetts
$221K -$10.4K -340 -5%
JFGIW
662
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$220K -$835K -27,370 -80%
GIA
663
GHP Investment Advisors
Colorado
$217K -$13.5K -444 -6%
HR
664
Howe & Rusling
New York
$217K -$2.44K -80 -1%
AWP
665
Ascent Wealth Partners
New York
$213K
PFS
666
Prospera Financial Services
Texas
$209K +$200K +6,542 New
RFA
667
Reilly Financial Advisors
California
$208K -$514K -16,858 -72%
MBTD
668
Mechanics Bank - Trust Department
California
$208K -$110K -3,600 -36%
DT
669
Diversified Trust
Tennessee
$207K -$122K -4,000 -38%
AW
670
Alpha Windward
Massachusetts
$207K +$549 +18 +0.3%
BA
671
BKS Advisors
Michigan
$207K +$197K +6,460 New
PWW
672
Pettyjohn Wood & White
Virginia
$206K +$197K +6,444 New
TWM
673
Torch Wealth Management
Ohio
$205K -$235K -7,700 -55%
MA
674
Marshwinds Advisory
Georgia
$205K +$195K +6,400 New
AIM
675
Assured Investment Management
New York
$205K +$195K +6,404 New