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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
651
Bessemer Group
New Jersey
$979K -$146K -1,816 -13%
MRCM
652
M&R Capital Management
New Jersey
$975K +$564 +7 +0.1%
GDP
653
Great Diamond Partners
Maine
$970K +$478K +5,932 +102%
PWP
654
Principle Wealth Partners
Connecticut
$968K
PWM
655
Perigon Wealth Management
California
$964K +$235K +2,918 +33%
SIM
656
Studio Investment Management
Illinois
$963K +$432K +5,357 +85%
BCP
657
Berkeley Capital Partners
Georgia
$949K
TCOV
658
Trust Company of Vermont
Vermont
$942K -$31.2K -387 -3%
NHC
659
Nicholas Hoffman & Company
Georgia
$940K -$22.2K -276 -2%
MAM
660
Madison Asset Management
Wisconsin
$940K -$15M -185,570 -94%
JIC
661
Joel Isaacson & Co
New York
$936K
ET
662
Equitable Trust
Tennessee
$930K
RT
663
Rockland Trust
Massachusetts
$929K -$14.7K -183 -2%
GWM
664
Geneos Wealth Management
Colorado
$928K -$62.9K -780 -6%
BFG
665
Bleakley Financial Group
New Jersey
$928K +$61.6K +764 +7%
SS
666
Simplicity Solutions
Minnesota
$928K +$61.6K +764 +7%
PWLP
667
Prio Wealth Limited Partnership
Massachusetts
$924K
GWA
668
Gratus Wealth Advisors
Virginia
$922K +$900K +11,172 New
SW
669
SVB Wealth
Massachusetts
$920K +$63.3K +786 +8%
EWA
670
Etesian Wealth Advisors
Oregon
$917K -$1.13K -14 -0.1%
SAM
671
Smithbridge Asset Management
Pennsylvania
$912K -$28.2K -350 -3%
SAM
672
Silvercrest Asset Management
New York
$903K +$3.87K +48 +0.4%
BFA
673
Bragg Financial Advisors
North Carolina
$899K
Verition Fund Management
674
Verition Fund Management
Connecticut
$896K -$622K -7,723 -42%
CT
675
Caldwell Trust
Florida
$894K